Baron Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History
Baron Wealth Management LLC
- $302 Billion
- Q3 2025
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 8,525 shares of SPY stock, worth $5.72 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
8,525
Previous 8,656
1.51%
Holding current value
$5.72 Million
Previous $5.35 Billion
6.19%
% of portfolio
1.88%
Previous 1.89%
Shares
12 transactions
Others Institutions Holding SPY
# of Institutions
5,211Shares Held
631MCall Options Held
379MPut Options Held
723M-
Jpmorgan Chase & CO New York, NY58MShares$38.9 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.8 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.7 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.5 Billion2.65% of portfolio