Baron Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Buy |
32,645
+126
| +0.4% | +$77.8K | 11.84% | 1 |
|
|
2025
Q1 | $18.2M | Buy |
32,519
+62
| +0.2% | +$34.7K | 11.44% | 1 |
|
|
2024
Q4 | $19M | Sell |
32,457
-607
| -2% | -$356K | 11.8% | 1 |
|
|
2024
Q3 | $19M | Sell |
33,064
-1,516
| -4% | -$870K | 11.6% | 1 |
|
|
2024
Q2 | $18.8M | Sell |
34,580
-1,687
| -5% | -$918K | 11.97% | 1 |
|
|
2024
Q1 | $19M | Sell |
36,267
-1,469
| -4% | -$768K | 11.71% | 1 |
|
|
2023
Q4 | $17.9M | Sell |
37,736
-812
| -2% | -$386K | 11.44% | 1 |
|
|
2023
Q3 | $16.5M | Sell |
38,548
-529
| -1% | -$226K | 10.7% | 1 |
|
|
2023
Q2 | $17.3M | Sell |
39,077
-841
| -2% | -$373K | 10.7% | 1 |
|
|
2023
Q1 | $16.3M | Buy |
39,918
+876
| +2% | +$359K | 10.35% | 1 |
|
|
2022
Q4 | $14.9M | Buy |
39,042
+1,468
| +4% | +$561K | 9.9% | 2 |
|
|
2022
Q3 | $13.4M | Buy |
37,574
+1,122
| +3% | +$401K | 9.04% | 2 |
|
|
2022
Q2 | $13.8M | Buy |
36,452
+1,010
| +3% | +$381K | 9.09% | 2 |
|
|
2022
Q1 | $16M | Buy |
35,442
+1,478
| +4% | +$668K | 9.29% | 3 |
|
|
2021
Q4 | $16.1M | Buy |
33,964
+375
| +1% | +$178K | 9.14% | 3 |
|
|
2021
Q3 | $14.4M | Buy |
33,589
+286
| +0.9% | +$123K | 8.75% | 3 |
|
|
2021
Q2 | $14.3M | Buy |
33,303
+770
| +2% | +$330K | 8.87% | 2 |
|
|
2021
Q1 | $12.9M | Buy |
32,533
+557
| +2% | +$221K | 8.88% | 2 |
|
|
2020
Q4 | $12M | Buy |
31,976
+73
| +0.2% | +$27.3K | 9.55% | 2 |
|
|
2020
Q3 | $10.7M | Buy |
+31,903
| New | +$10.7M | 10.04% | 2 |
|