BMM
Berkshire Money Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
2,570
| – | – | 0.04% | 74 |
|
|
2025
Q1 | $349K | Hold |
2,570
| – | – | 0.04% | 63 |
|
|
2024
Q4 | $339K | Buy |
+2,570
| New | +$339K | 0.04% | 64 |
|
|
2024
Q2 | – | Sell |
-2,570
| Closed | -$337K | – | 76 |
|
|
2024
Q1 | $337K | Buy |
+2,570
| New | +$337K | 0.04% | 59 |
|
|
2023
Q2 | – | Sell |
-12,527
| Closed | -$1.55M | – | 49 |
|
|
2023
Q1 | $1.55M | Sell |
12,527
-14,308
| -53% | -$1.77M | 0.23% | 35 |
|
|
2022
Q4 | $3.36M | Sell |
26,835
-22,123
| -45% | -$2.77M | 0.53% | 24 |
|
|
2022
Q3 | $5.46M | Buy |
48,958
+7,430
| +18% | +$828K | 0.94% | 20 |
|
|
2022
Q2 | $4.93M | Buy |
+41,528
| New | +$4.93M | 0.82% | 21 |
|
|
2020
Q3 | – | Sell |
-2,220
| Closed | -$202K | – | 41 |
|
|
2020
Q2 | $202K | Hold |
2,220
| – | – | 0.04% | 45 |
|
|
2020
Q1 | $177K | Sell |
2,220
-50,922
| -96% | -$4.06M | 0.04% | 39 |
|
|
2019
Q4 | $5.72M | Sell |
53,142
-4,954
| -9% | -$533K | 1.11% | 15 |
|
|
2019
Q3 | $5.96M | Sell |
58,096
-974
| -2% | -$99.9K | 1.23% | 15 |
|
|
2019
Q2 | $5.96M | Sell |
59,070
-1,801
| -3% | -$182K | 1.26% | 15 |
|
|
2019
Q1 | $6.05M | Sell |
60,871
-53,309
| -47% | -$5.3M | 1.34% | 14 |
|
|
2018
Q4 | $10.2M | Buy |
+114,180
| New | +$10.2M | 2.55% | 11 |
|
|
2016
Q4 | – | Sell |
-338,289
| Closed | -$28.5M | – | 27 |
|
|
2016
Q3 | $28.5M | Sell |
338,289
-6,657
| -2% | -$562K | 8.76% | 3 |
|
|
2016
Q2 | $28.9M | Buy |
344,946
+1,546
| +0.5% | +$130K | 9.95% | 2 |
|
|
2016
Q1 | $27.4M | Buy |
343,400
+3,548
| +1% | +$284K | 8.36% | 3 |
|
|
2015
Q4 | $25M | Buy |
339,852
+27,813
| +9% | +$2.05M | 7.61% | 4 |
|
|
2015
Q3 | $24.6M | Sell |
312,039
-55,113
| -15% | -$4.34M | 7.54% | 5 |
|
|
2015
Q2 | $28M | Buy |
367,152
+6,262
| +2% | +$477K | 8.23% | 4 |
|
|
2015
Q1 | $28.2M | Buy |
360,890
+46,476
| +15% | +$3.63M | 8.31% | 4 |
|
|
2014
Q4 | $24.8M | Buy |
314,414
+12,383
| +4% | +$976K | 7.41% | 5 |
|
|
2014
Q3 | $22.6M | Buy |
302,031
+116,475
| +63% | +$8.73M | 9.53% | 5 |
|
|
2014
Q2 | $14.2M | Sell |
185,556
-4,263
| -2% | -$327K | 9.92% | 5 |
|
|
2014
Q1 | $14M | Sell |
189,819
-17,226
| -8% | -$1.27M | 6.39% | 7 |
|
|
2013
Q4 | $15M | Sell |
207,045
-48,661
| -19% | -$3.53M | 5.5% | 8 |
|
|
2013
Q3 | $17.6M | Buy |
+255,706
| New | +$17.6M | 7.66% | 6 |
|