Baron Silver Stevens Financial Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Baron Silver Stevens Financial Advisors, LLC

$674 Million
Q3 2025

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 4,017 shares of SPY stock, worth $2.67 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

4,017

Previous 4,010 0.17%

Holding current value

$2.67 Million

Previous $2.48 Million 8.03%

% of portfolio

0.4%

Previous 0.4%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$617.65 - $666.84 $4,323 - $4,667	7 Added 0.17%	4,017 $2.68 Million
Q3 2024 Oct 28, 2024	SELL	$517.38 - $573.86 $66,742 - $74,027	-129 Reduced 3.12%	4,010 $2.3 Million
Q1 2024 May 02, 2024	SELL	$467.28 - $523.17 $40,186 - $44,992	-86 Reduced 2.04%	4,139 $2.16 Million
Q4 2023 Feb 07, 2024	SELL	$410.68 - $476.69 $118,686 - $137,763	-289 Reduced 6.4%	4,225 $2.01 Million
Q3 2023 Oct 31, 2023	SELL	$425.88 - $457.79 $60,900 - $65,463	-143 Reduced 3.07%	4,514 $1.93 Million

Q2 2023 Jul 24, 2023	BUY	$404.36 - $443.28 $596,026 - $653,394	1,474 Added 46.31%	4,657 $2.06 Million
Q1 2023 Apr 18, 2023	SELL	$379.5 - $416.78 $569,250 - $625,170	-1,500 Reduced 32.03%	3,183 $1.3 Million
Q4 2022 Jan 30, 2023	BUY	$357.63 - $407.42 $1.67 Million - $1.91 Million	4,683 New	4,683 $1.79 Million
Q2 2022 Jul 26, 2022	BUY	$365.86 - $456.8 $160,246 - $200,078	438 Added 13.46%	3,691 $1.39 Million
Q1 2022 May 03, 2022	BUY	$416.25 - $477.71 $337,162 - $386,945	810 Added 33.16%	3,253 $1.47 Million
Q4 2021 Jan 31, 2022	SELL	$428.64 - $477.48 $57,866 - $64,459	-135 Reduced 5.24%	2,443 $1.16 Million
Q2 2021 Jul 27, 2021	BUY	$400.61 - $428.06 $1.03 Million - $1.1 Million	2,578 New	2,578 $1.1 Million
Q1 2021 Apr 27, 2021	SELL	$368.79 - $397.26 $907,592 - $977,656	-2,461 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$326.54 - $373.88 $803,614 - $920,118	2,461 New	2,461 $920,000

Others Institutions Holding SPY

# of Institutions

5,290

Shares Held

558M

Call Options Held

343M

Put Options Held

765M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Baron Silver Stevens Financial Advisors, LLC with notifications on news.

Account

Baron Silver Stevens Financial Advisors, LLC Spdr S&P 500 ETF Trust Transaction History