BWM
SPY icon

Baron Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Baron Wealth Management’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 		$6.32M Sell
8,466
-15
-0.2% -$10.9K 1.64% 9
2026
Q1 		$5.52M Sell
8,481
-55
-0.6% -$37.4K 1.65% 9
2025
Q4 		$5.82M Buy
8,536
+11
+0.1% +$7.43K 1.79% 9
2025
Q3 		$5.68M Sell
8,525
-131
-2% -$84K 1.88% 8
2025
Q2 		$5.35M Sell
8,656
-7
-0.1% -$4K 1.89% 8
2025
Q1 		$4.85M Hold
8,663
– – 2.13% 8
2024
Q4 		$5.08M Buy
8,663
+6
+0.1% +$3.54K 2.39% 6
2024
Q3 		$4.97M Buy
8,657
+8
+0.1% +$4.42K 2.39% 6
2024
Q2 		$4.71M Buy
8,649
+8
+0.1% +$4.19K 2.44% 6
2024
Q1 		$4.52M Sell
8,641
-12
-0.1% -$5.97K 2.4% 6
2023
Q4 		$4.11M Buy
8,653
+19
+0.2% +$8.46K 2.25% 6
2023
Q3 		$3.69M Sell
8,634
-753
-8% -$335K 2.36% 7
2023
Q2 		$4.16M Buy
9,387
+30
+0.3% +$12.6K 2.64% 7
2023
Q1 		$3.83M Buy
9,357
+29
+0.3% +$11.6K 2.71% 6
2022
Q4 		$3.57M Buy
+9,328
New +$3.59M 2.73% 7

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
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
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Baron Wealth Management's SPY Position: Q2 2026 in Review

Baron Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.18% in Q2 2026, selling an estimated $10.9K and leaving 8,466 shares worth $6.32M. The position accounts for 1.64% of the portfolio, ranked #9.

Baron Wealth Management first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Baron Wealth Management held 8,466 shares of State Street SPDR S&P 500 ETF Trust worth $6.32M as of Q2 2026.
  • Baron Wealth Management sold 15 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.9K.
  • State Street SPDR S&P 500 ETF Trust made up 1.64% of Baron Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Baron Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
  • 906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.