Baron Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.68M | Sell |
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|
2025
Q2 | $5.35M | Sell |
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|
2025
Q1 | $4.85M | Hold |
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|
2024
Q4 | $5.08M | Buy |
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|
2024
Q3 | $4.97M | Buy |
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|
2024
Q2 | $4.71M | Buy |
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|
2024
Q1 | $4.52M | Sell |
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|
2023
Q4 | $4.11M | Buy |
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|
2023
Q3 | $3.69M | Sell |
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|
2023
Q2 | $4.16M | Buy |
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|
2023
Q1 | $3.83M | Buy |
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|
2022
Q4 | $3.57M | Buy |
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