Baron Wealth Management’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 | $5.35M | Sell |
8,656
-7
| -0.1% | -$4.33K | 1.89% | 8 |
|
|
2025
Q1 | $4.85M | Hold |
8,663
| – | – | 2.13% | 8 |
|
|
2024
Q4 | $5.08M | Buy |
8,663
+6
| +0.1% | +$3.52K | 2.39% | 6 |
|
|
2024
Q3 | $4.97M | Buy |
8,657
+8
| +0.1% | +$4.59K | 2.39% | 6 |
|
|
2024
Q2 | $4.71M | Buy |
8,649
+8
| +0.1% | +$4.35K | 2.44% | 6 |
|
|
2024
Q1 | $4.52M | Sell |
8,641
-12
| -0.1% | -$6.28K | 2.4% | 6 |
|
|
2023
Q4 | $4.11M | Buy |
8,653
+19
| +0.2% | +$9.03K | 2.25% | 6 |
|
|
2023
Q3 | $3.69M | Sell |
8,634
-753
| -8% | -$322K | 2.36% | 7 |
|
|
2023
Q2 | $4.16M | Buy |
9,387
+30
| +0.3% | +$13.3K | 2.64% | 7 |
|
|
2023
Q1 | $3.83M | Buy |
9,357
+29
| +0.3% | +$11.9K | 2.71% | 6 |
|
|
2022
Q4 | $3.57M | Buy |
+9,328
| New | +$3.57M | 2.73% | 7 |
|