SEC 13F Intelligence

Baron Wealth Management LLC / SPY

Baron Wealth Management LLC’s State Str Spdr S&P 500 Etf T Position

Does Baron Wealth Management LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 8.5K shares worth $6M (+1.64% of its 13F portfolio) as of Q2 2026, down from 8.5K shares the prior filed quarter.

Position Value
$6M
Q2 2026
Shares
8.5K
% of Portfolio
+1.64%
Quarters Held
14
currently held

Position History SPY

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ3 ’23Q4 ’23: $4MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $5MQ1 ’25Q2 ’25: $5MQ3 ’25: $6MQ3 ’25Q4 ’25: $6MQ1 ’26: $6MQ1 ’26Q2 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20268.5K$6M+1.64%
Q1 20268.5K$6M+1.65%
Q4 20258.5K$6M+1.79%
Q3 20258.5K$6M+1.88%
Q2 20258.7K$5M+1.89%
Q1 20258.7K$5M+2.13%
Q4 20248.7K$5M+2.39%
Q3 20248.7K$5M+2.39%
Q2 20248.6K$5M+2.44%
Q1 20248.6K$5M+2.40%
Q4 20238.7K$4M+2.25%
Q3 20238.6K$4M+2.36%
Q2 20239.4K$4M+2.64%
Q1 20239.4K$4M+2.71%

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