SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Baron Financial Group, LLC's Holding History (CIK: 0001832093)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 32,148 Value ($000) $21,922 Avg Close — Range —
Q3 2025
Shares 32,709 Value ($000) $21,790 Avg Close — Range —
Q2 2025
Shares 32,645 Value ($000) $20,170 Avg Close — Range —
Q1 2025
Shares 32,519 Value ($000) $18,191 Avg Close — Range —
Q4 2024
Shares 32,457 Value ($000) $19,022 Avg Close — Range —
Q3 2024
Shares 33,064 Value ($000) $18,971 Avg Close — Range —
Q2 2024
Shares 34,580 Value ($000) $18,819 Avg Close — Range —
Q1 2024
Shares 36,267 Value ($000) $18,970 Avg Close — Range —
Q4 2023
Shares 37,736 Value ($000) $17,936 Avg Close — Range —
Q3 2023
Shares 38,548 Value ($000) $16,479 Avg Close — Range —
Q2 2023
Shares 39,077 Value ($000) $17,322 Avg Close — Range —
Q1 2023
Shares 39,918 Value ($000) $16,342 Avg Close — Range —
Q4 2022
Shares 39,042 Value ($000) $14,931 Avg Close — Range —
Q3 2022
Shares 37,574 Value ($000) $13,421 Avg Close — Range —
Q2 2022
Shares 36,452 Value ($000) $13,751,517 Avg Close — Range —
Q1 2022
Shares 35,442 Value ($000) $16,007,025 Avg Close — Range —
Q4 2021
Shares 33,964 Value ($000) $16,131,541 Avg Close — Range —
Q3 2021
Shares 33,589 Value ($000) $14,414,383 Avg Close — Range —
Q2 2021
Shares 33,303 Value ($000) $14,255,682 Avg Close — Range —
Q1 2021
Shares 32,533 Value ($000) $12,893,804 Avg Close — Range —
Q4 2020
Shares 31,976 Value ($000) $11,955,187 Avg Close — Range —
Q3 2020
Shares 31,903 Value ($000) $10,683,996 Avg Close — Range —