SEC 13F Intelligence

Baron Financial Group, LLC / SPY

Baron Financial Group, LLC’s State Str Spdr S&P 500 Etf T Position

Does Baron Financial Group, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 33.3K shares worth $25M (+11.86% of its 13F portfolio) as of Q2 2026, up from 32.7K shares the prior filed quarter.

Position Value
$25M
Q2 2026
Shares
33.3K
% of Portfolio
+11.86%
Quarters Held
24
currently held

Position History SPY

Reported value by quarter
Q3 ’20: $11MQ3 ’20Q4 ’20: $12MQ1 ’21: $13MQ2 ’21: $14MQ2 ’21Q3 ’21: $14MQ4 ’21: $16MQ1 ’22: $16MQ1 ’22Q2 ’22: $14MQ3 ’22: $13MQ4 ’22: $15MQ4 ’22Q1 ’23: $16MQ2 ’23: $17MQ3 ’23: $16MQ3 ’23Q4 ’23: $18MQ1 ’24: $19MQ2 ’24: $19MQ2 ’24Q3 ’24: $19MQ4 ’24: $19MQ1 ’25: $18MQ1 ’25Q2 ’25: $20MQ3 ’25: $22MQ4 ’25: $22MQ4 ’25Q1 ’26: $21MQ2 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202633.3K$25M+11.86%
Q1 202632.7K$21M+11.45%
Q4 202532.1K$22M+11.75%
Q3 202532.7K$22M+11.94%
Q2 202532.6K$20M+11.84%
Q1 202532.5K$18M+11.44%
Q4 202432.5K$19M+11.80%
Q3 202433.1K$19M+11.60%
Q2 202434.6K$19M+11.97%
Q1 202436.3K$19M+11.71%
Q4 202337.7K$18M+11.44%
Q3 202338.5K$16M+10.70%
Q2 202339.1K$17M+10.70%
Q1 202339.9K$16M+10.35%
Q4 202239.0K$15M+9.90%
Q3 202237.6K$13M+9.04%
Q2 202236.5K$14M+9.09%
Q1 202235.4K$16M+9.29%
Q4 202134.0K$16M+9.14%
Q3 202133.6K$14M+8.75%
Q2 202133.3K$14M+8.87%
Q1 202132.5K$13M+8.88%
Q4 202032.0K$12M+9.55%
Q3 202031.9K$11M+10.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baron Financial Group, LLC’s full portfolio or all institutional holders of SPY.