Baron Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History

Baron Wealth Management LLC

  • $208 Billion
  • Q3 2024

A detailed history of Baron Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Baron Wealth Management LLC holds 8,657 shares of SPY stock, worth $5.23 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
8,657
Previous 8,649 0.09%
Holding current value
$5.23 Million
Previous $4.71 Billion 5.52%
% of portfolio
2.39%
Previous 2.44%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$517.38 - $573.86 $4,139 - $4,590
8 Added 0.09%
8,657 $4.97 Billion
Q2 2024

Aug 13, 2024
BUY
$495.16 - $548.49 $3,961 - $4,387
8 Added 0.09%
8,649 $4.71 Billion
Q1 2024

May 08, 2024
SELL
$467.28 - $523.17 $5,607 - $6,278
-12 Reduced 0.14%
8,641 $4.52 Billion
Q4 2023

Jan 04, 2024
BUY
$410.68 - $476.69 $7,802 - $9,057
19 Added 0.22%
8,653 $4.11 Billion
Q3 2023

Nov 01, 2023
SELL
$425.88 - $457.79 $320,687 - $344,715
-753 Reduced 8.02%
8,634 $3.69 Billion
Q2 2023

Aug 08, 2023
BUY
$404.36 - $443.28 $12,130 - $13,298
30 Added 0.32%
9,387 $4.16 Billion
Q1 2023

May 10, 2023
BUY
$379.5 - $416.78 $11,005 - $12,086
29 Added 0.31%
9,357 $3.83 Million
Q4 2022

Jun 06, 2023
SELL
$357.63 - $407.42 $10,371 - $11,815
-29 Reduced 0.31%
9,328 $3.57 Billion
Q4 2022

Apr 04, 2023
BUY
$357.63 - $407.42 $3.34 Million - $3.8 Million
9,328 New
9,328 $3.57 Million

Others Institutions Holding SPY

# of Institutions
4,552
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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