Baron Silver Stevens Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Baron Silver Stevens Financial Advisors’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 Q1	$2.74M	Hold	4,213	–	–	0.4%	33
2025 Q4	$2.87M	Buy	4,213 +196	+5%	+$132K	0.41%	35
2025 Q3	$2.68M	Buy	4,017 +7	+0.2%	+$4.49K	0.39%	35
2025 Q2	$2.48M	Hold	4,010	–	–	0.4%	37
2025 Q1	$2.24M	Hold	4,010	–	–	0.39%	34
2024 Q4	$2.35M	Hold	4,010	–	–	0.4%	34
2024 Q3	$2.3M	Sell	4,010 -129	-3%	-$71.3K	0.4%	33
2024 Q2	$2.25M	Hold	4,139	–	–	0.43%	33
2024 Q1	$2.16M	Sell	4,139 -86	-2%	-$42.8K	0.42%	33
2023 Q4	$2.01M	Sell	4,225 -289	-6%	-$129K	0.42%	33
2023 Q3	$1.93M	Sell	4,514 -143	-3%	-$63.6K	0.44%	30
2023 Q2	$2.06M	Buy	4,657 +1,474	+46%	+$619K	0.45%	28
2023 Q1	$1.3M	Sell	3,183 -1,500	-32%	-$598K	0.34%	35
2022 Q4	$1.79M	Buy	+4,683	New	+$1.8M	0.44%	30
2022 Q3	–	Sell	-3,691	Closed	-$1.39M	–	142
2022 Q2	$1.39M	Buy	3,691 +438	+13%	+$179K	0.36%	31
2022 Q1	$1.47M	Buy	3,253 +810	+33%	+$361K	0.34%	33
2021 Q4	$1.16M	Sell	2,443 -135	-5%	-$62K	0.27%	32
2021 Q3	$1.11M	Hold	2,578	–	–	0.29%	32
2021 Q2	$1.1M	Buy	+2,578	New	+$1.08M	0.3%	35
2021 Q1	–	Sell	-2,461	Closed	-$920K	–	403
2020 Q4	$920K	Buy	+2,461	New	+$873K	0.31%	28

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's SPY Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 4,213 shares worth $2.74M. The position accounts for 0.4% of the portfolio, ranked #33.

Baron Silver Stevens Financial Advisors first reported a position in SPY in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.87M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Baron Silver Stevens Financial Advisors held 4,213 shares of State Street SPDR S&P 500 ETF Trust worth $2.74M as of Q1 2026.
Baron Silver Stevens Financial Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.4% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #33 holding.
Baron Silver Stevens Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 20 quarters since.
Baron Silver Stevens Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.87M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.