Berkshire Money Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $251M | Sell |
336,187
-3,293
| -1% | -$2.39M | 22.94% | 1 |
|
|
2026
Q1 | $221M | Sell |
339,480
-1,272
| -0.4% | -$865K | 22.61% | 1 |
|
|
2025
Q4 | $232M | Sell |
340,752
-462
| -0.1% | -$312K | 22.17% | 1 |
|
|
2025
Q3 | $227M | Sell |
341,214
-2,995
| -0.9% | -$1.92M | 23.4% | 1 |
|
|
2025
Q2 | $213M | Sell |
344,209
-43,317
| -11% | -$24.8M | 22.38% | 1 |
|
|
2025
Q1 | $217M | Sell |
387,526
-4,060
| -1% | -$2.39M | 24.33% | 1 |
|
|
2024
Q4 | $230M | Buy |
391,586
+1,749
| +0.4% | +$1.03M | 24.95% | 1 |
|
|
2024
Q3 | $224M | Buy |
389,837
+9,993
| +3% | +$5.53M | 25.6% | 1 |
|
|
2024
Q2 | $207M | Buy |
379,844
+6,643
| +2% | +$3.48M | 25.1% | 1 |
|
|
2024
Q1 | $195M | Buy |
373,201
+27,869
| +8% | +$13.9M | 23.56% | 1 |
|
|
2023
Q4 | $164M | Buy |
345,332
+55,271
| +19% | +$24.6M | 21.85% | 1 |
|
|
2023
Q3 | $124M | Buy |
290,061
+28,015
| +11% | +$12.5M | 18.78% | 1 |
|
|
2023
Q2 | $116M | Buy |
262,046
+37,773
| +17% | +$15.9M | 16.78% | 1 |
|
|
2023
Q1 | $91.8M | Buy |
224,273
+1,833
| +0.8% | +$731K | 13.92% | 2 |
|
|
2022
Q4 | $85.1M | Sell |
222,440
-5,480
| -2% | -$2.11M | 13.48% | 2 |
|
|
2022
Q3 | $81.4M | Sell |
227,920
-13,731
| -6% | -$5.45M | 14% | 2 |
|
|
2022
Q2 | $91.2M | Sell |
241,651
-8,303
| -3% | -$3.4M | 15.14% | 3 |
|
|
2022
Q1 | $113M | Buy |
249,954
+5,065
| +2% | +$2.25M | 16.21% | 3 |
|
|
2021
Q4 | $116M | Buy |
244,889
+2,002
| +0.8% | +$919K | 17.01% | 2 |
|
|
2021
Q3 | $104M | Buy |
242,887
+8,345
| +4% | +$3.68M | 16.55% | 1 |
|
|
2021
Q2 | $100M | Buy |
234,542
+1,913
| +0.8% | +$798K | 16.15% | 2 |
|
|
2021
Q1 | $92.2M | Buy |
232,629
+1,511
| +0.7% | +$583K | 16.13% | 1 |
|
|
2020
Q4 | $86.4M | Buy |
231,118
+9,256
| +4% | +$3.28M | 15.95% | 2 |
|
|
2020
Q3 | $74.3M | Buy |
221,862
+81,868
| +58% | +$27.1M | 15.43% | 1 |
|
|
2020
Q2 | $43.2M | Sell |
139,994
-9,856
| -7% | -$2.88M | 9.5% | 4 |
|
|
2020
Q1 | $38.6M | Sell |
149,850
-164,418
| -52% | -$50.2M | 9.49% | 3 |
|
|
2019
Q4 | $101M | Sell |
314,268
-3,775
| -1% | -$1.16M | 19.69% | 1 |
|
|
2019
Q3 | $94.4M | Buy |
318,043
+1,902
| +0.6% | +$562K | 19.51% | 1 |
|
|
2019
Q2 | $92.6M | Buy |
316,141
+9,231
| +3% | +$2.66M | 19.58% | 1 |
|
|
2019
Q1 | $86.7M | Sell |
306,910
-32,707
| -10% | -$8.89M | 19.19% | 1 |
|
|
2018
Q4 | $84.9M | Sell |
339,617
-12,304
| -3% | -$3.32M | 21.14% | 1 |
|
|
2018
Q3 | $102M | Buy |
351,921
+9,851
| +3% | +$2.81M | 22.6% | 1 |
|
|
2018
Q2 | $94.2M | Sell |
342,070
-3,869
| -1% | -$1.04M | 21.98% | 1 |
|
|
2018
Q1 | $91M | Buy |
345,939
+18,344
| +6% | +$5.01M | 22.73% | 1 |
|
|
2017
Q4 | $87.4M | Sell |
327,595
-642
| -0.2% | -$167K | 21.89% | 1 |
|
|
2017
Q3 | $84.4M | Buy |
328,237
+4,898
| +2% | +$1.21M | 22.03% | 1 |
|
|
2017
Q2 | $78.2M | Buy |
323,339
+9,608
| +3% | +$2.3M | 22.04% | 1 |
|
|
2017
Q1 | $74M | Sell |
313,731
-6,011
| -2% | -$1.4M | 22.21% | 1 |
|
|
2016
Q4 | $71.5M | Sell |
319,742
-116,238
| -27% | -$25.4M | 21.2% | 1 |
|
|
2016
Q3 | $94.3M | Buy |
435,980
+5,561
| +1% | +$1.2M | 28.95% | 1 |
|
|
2016
Q2 | $90.2M | Sell |
430,419
-13,264
| -3% | -$2.75M | 30.98% | 1 |
|
|
2016
Q1 | $91.2M | Sell |
443,683
-5,622
| -1% | -$1.1M | 27.77% | 1 |
|
|
2015
Q4 | $91.6M | Buy |
449,305
+102,810
| +30% | +$21.1M | 27.9% | 1 |
|
|
2015
Q3 | $71.2M | Sell |
346,495
-52,735
| -13% | -$10.7M | 21.85% | 1 |
|
|
2015
Q2 | $82.2M | Buy |
399,230
+6,298
| +2% | +$1.32M | 24.17% | 1 |
|
|
2015
Q1 | $81.1M | Buy |
392,932
+35,290
| +10% | +$7.28M | 23.89% | 1 |
|
|
2014
Q4 | $73.5M | Buy |
357,642
+223,759
| +167% | +$45M | 22% | 1 |
|
|
2014
Q3 | $26.4M | Buy |
133,883
+4,642
| +4% | +$918K | 11.11% | 4 |
|
|
2014
Q2 | $25.3M | Sell |
129,241
-1,044
| -0.8% | -$199K | 17.65% | 3 |
|
|
2014
Q1 | $24.4M | Buy |
130,285
+10,987
| +9% | +$2.02M | 11.15% | 5 |
|
|
2013
Q4 | $22M | Sell |
119,298
-30,173
| -20% | -$5.34M | 8.06% | 6 |
|
|
2013
Q3 | $25.1M | Sell |
149,471
-21,188
| -12% | -$3.55M | 10.92% | 4 |
|
|
2013
Q2 | $27.4M | Buy |
+170,659
| New | +$27.5M | 12.97% | 4 |
|
Other funds holding SPY
PAI
TAM
CK
VFA
AIIMS
EIP
TWC
GF
Berkshire Money Management's SPY Position: Q2 2026 in Review
Berkshire Money Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.97% in Q2 2026, selling an estimated $2.39M and leaving 336,187 shares worth $251M. The position accounts for 22.94% of the portfolio, ranked #1.
Berkshire Money Management first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Berkshire Money Management held 336,187 shares of State Street SPDR S&P 500 ETF Trust worth $251M as of Q2 2026.
- Berkshire Money Management sold 3,293 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.39M.
- State Street SPDR S&P 500 ETF Trust made up 22.94% of Berkshire Money Management's portfolio in Q2 2026, its #1 holding.
- Berkshire Money Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
- 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.