BFG
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Baron Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Baron Financial Group’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.9M Buy
33,282
+630
+2% +$457K 11.86% 1
2026
Q1 		$21.2M Buy
32,652
+504
+2% +$343K 11.45% 1
2025
Q4 		$21.9M Sell
32,148
-561
-2% -$379K 11.75% 1
2025
Q3 		$21.8M Buy
32,709
+64
+0.2% +$41K 11.94% 1
2025
Q2 		$20.2M Buy
32,645
+126
+0.4% +$72K 11.84% 1
2025
Q1 		$18.2M Buy
32,519
+62
+0.2% +$36.4K 11.44% 1
2024
Q4 		$19M Sell
32,457
-607
-2% -$358K 11.8% 1
2024
Q3 		$19M Sell
33,064
-1,516
-4% -$838K 11.6% 1
2024
Q2 		$18.8M Sell
34,580
-1,687
-5% -$883K 11.97% 1
2024
Q1 		$19M Sell
36,267
-1,469
-4% -$731K 11.71% 1
2023
Q4 		$17.9M Sell
37,736
-812
-2% -$362K 11.44% 1
2023
Q3 		$16.5M Sell
38,548
-529
-1% -$235K 10.7% 1
2023
Q2 		$17.3M Sell
39,077
-841
-2% -$353K 10.7% 1
2023
Q1 		$16.3M Buy
39,918
+876
+2% +$350K 10.35% 1
2022
Q4 		$14.9M Buy
39,042
+1,468
+4% +$564K 9.9% 2
2022
Q3 		$13.4M Buy
37,574
+1,122
+3% +$446K 9.04% 2
2022
Q2 		$13.8M Buy
36,452
+1,010
+3% +$414K 9.09% 2
2022
Q1 		$16M Buy
35,442
+1,478
+4% +$658K 9.29% 3
2021
Q4 		$16.1M Buy
33,964
+375
+1% +$172K 9.14% 3
2021
Q3 		$14.4M Buy
33,589
+286
+0.9% +$126K 8.75% 3
2021
Q2 		$14.3M Buy
33,303
+770
+2% +$321K 8.87% 2
2021
Q1 		$12.9M Buy
32,533
+557
+2% +$215K 8.88% 2
2020
Q4 		$12M Buy
31,976
+73
+0.2% +$25.9K 9.55% 2
2020
Q3 		$10.7M Buy
+31,903
New +$10.6M 10.04% 2

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Baron Financial Group's SPY Position: Q2 2026 in Review

Baron Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.9% in Q2 2026, buying an estimated $457K and bringing the position to 33,282 shares worth $24.9M. The position accounts for 11.86% of the portfolio, ranked #1.

Baron Financial Group first reported a position in SPY in Q3 2020 and has held it in 24 quarters since. 1,049 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Baron Financial Group held 33,282 shares of State Street SPDR S&P 500 ETF Trust worth $24.9M as of Q2 2026.
  • Baron Financial Group bought 630 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $457K.
  • State Street SPDR S&P 500 ETF Trust made up 11.86% of Baron Financial Group's portfolio in Q2 2026, its #1 holding.
  • Baron Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 24 quarters since.
  • 1,049 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.