SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

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

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

Q4 2025
Shares 60,898 Value ($000) $2,705 Avg Close Range
Q3 2025
Shares 61,568 Value ($000) $2,634 Avg Close Range
Q2 2025
Shares 61,738 Value ($000) $2,500 Avg Close Range
Q1 2025
Shares 63,623 Value ($000) $2,317 Avg Close Range
Q4 2024
Shares 64,793 Value ($000) $2,211 Avg Close Range
Q3 2024
Shares 64,350 Value ($000) $2,417 Avg Close Range
Q2 2024
Shares 66,745 Value ($000) $2,341 Avg Close Range
Q1 2024
Shares 69,791 Value ($000) $2,501 Avg Close Range
Q4 2023
Shares 72,986 Value ($000) $2,482 Avg Close Range
Q3 2023
Shares 74,480 Value ($000) $2,310 Avg Close Range
Q2 2023
Shares 71,930 Value ($000) $2,341 Avg Close Range
Q1 2023
Shares 72,780 Value ($000) $2,338 Avg Close Range
Q4 2022
Shares 76,360 Value ($000) $2,267 Avg Close Range
Q3 2022
Shares 76,334 Value ($000) $1,969 Avg Close Range