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Spdr S&p 500 Etf shares owned by Baron Wealth Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Baron Wealth Management from 13F filings

Historical chart of Baron Wealth Management investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Baron Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Baron Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 8.7k 475.29
2023-09-30 $3.7M 8.6k 427.47
2023-06-30 $4.2M 9.4k 443.26
2023-03-31 $3.8M 9.4k 409.39
2022-12-31 $3.6M 9.3k 382.42

More positions owned by Baron Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Scp Etf (IJR)
Rivian Automotive Com Cl A (RIVN)
Apple (AAPL)
Snap-on Incorporated (SNA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ford Motor Company (F)
Five Below (FIVE)
Johnson & Johnson (JNJ)
Amazon (AMZN)

View all positions for Baron Wealth Management

Top funds holding Spdr S&p 500 Etf

Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co
Wolverine Trading
Millennium Management
Royal Bank of Canada
HBK Investments
Barclays
Wells Fargo & Company
Walleye Trading Advisors
UBS Group
Gts Securities
Bank Of Montreal
CTC

View all funds holding Spdr S&p 500 Etf