Baron Financial Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Baron Financial Group, LLC

$157 Million
Q2 2024

A detailed history of Baron Financial Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Baron Financial Group, LLC holds 66,745 shares of SPDW stock, worth $2.48 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

66,745

Previous 69,791 4.36%

Holding current value

$2.48 Million

Previous $2.5 Million 6.4%

% of portfolio

1.49%

Previous 1.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$34.2 - $36.64 $104,173 - $111,605	-3,046 Reduced 4.36%	66,745 $2.34 Million
Q1 2024 Apr 30, 2024	SELL	$32.85 - $35.9 $104,955 - $114,700	-3,195 Reduced 4.38%	69,791 $2.5 Million
Q4 2023 Jan 22, 2024	SELL	$29.46 - $34.07 $44,013 - $50,900	-1,494 Reduced 2.01%	72,986 $2.48 Million
Q3 2023 Oct 19, 2023	BUY	$30.88 - $33.58 $78,744 - $85,629	2,550 Added 3.55%	74,480 $2.31 Million
Q2 2023 Aug 03, 2023	SELL	$31.7 - $33.66 $26,945 - $28,610	-850 Reduced 1.17%	71,930 $2.34 Million
Q1 2023 Apr 06, 2023	SELL	$29.83 - $32.71 $106,791 - $117,101	-3,580 Reduced 4.69%	72,780 $2.34 Million
Q4 2022 Jan 20, 2023	BUY	$25.7 - $31.02 $668 - $806	26 Added 0.03%	76,360 $0
Q3 2022 Nov 03, 2022	BUY	$25.67 - $30.93 $1.96 Million - $2.36 Million	76,334 New	76,334 $1.97 Million

Others Institutions Holding SPDW

# of Institutions

934

Shares Held

484M

Call Options Held

4.4K

Put Options Held

700

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Financial Group, LLC with notifications on news.

Account

Baron Financial Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History