Berkshire Money Management, Inc. Spdr S&P 500 ETF Trust Transaction History

Berkshire Money Management, Inc.

$796 Million
Q1 2025

A detailed history of Berkshire Money Management, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 387,526 shares of SPY stock, worth $218 Million. This represents 27.23% of its overall portfolio holdings.

Number of Shares

387,526

Previous 391,586 1.04%

Holding current value

$218 Million

Previous $230 Million 5.54%

% of portfolio

27.23%

Previous 27.44%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$551.42 - $612.93 $2.24 Million - $2.49 Million	-4,060 Reduced 1.04%	387,526 $217 Million
Q4 2024 Jan 27, 2025	BUY	$567.81 - $607.81 $993,099 - $1.06 Million	1,749 Added 0.45%	391,586 $230 Million
Q3 2024 Oct 16, 2024	BUY	$517.38 - $573.86 $5.17 Million - $5.73 Million	9,993 Added 2.63%	389,837 $224 Million
Q2 2024 Jul 19, 2024	BUY	$495.16 - $548.49 $3.29 Million - $3.64 Million	6,643 Added 1.78%	379,844 $207 Million
Q1 2024 May 08, 2024	BUY	$467.28 - $523.17 $13 Million - $14.6 Million	27,869 Added 8.07%	373,201 $195 Million
Q4 2023 Feb 08, 2024	BUY	$410.68 - $476.69 $22.7 Million - $26.3 Million	55,271 Added 19.05%	345,332 $164 Million
Q3 2023 Oct 17, 2023	BUY	$425.88 - $457.79 $11.9 Million - $12.8 Million	28,015 Added 10.69%	290,061 $124 Million
Q2 2023 Aug 07, 2023	BUY	$404.36 - $443.28 $15.3 Million - $16.7 Million	37,773 Added 16.84%	262,046 $116 Million
Q1 2023 May 12, 2023	BUY	$379.5 - $416.78 $695,623 - $763,957	1,833 Added 0.82%	224,273 $91.8 Million
Q4 2022 Feb 13, 2023	SELL	$357.63 - $407.42 $1.96 Million - $2.23 Million	-5,480 Reduced 2.4%	222,440 $85.1 Million
Q3 2022 Oct 21, 2022	SELL	$357.18 - $429.7 $4.9 Million - $5.9 Million	-13,731 Reduced 5.68%	227,920 $81.4 Million
Q2 2022 Jul 14, 2022	SELL	$365.86 - $456.8 $3.04 Million - $3.79 Million	-8,303 Reduced 3.32%	241,651 $91.2 Million
Q1 2022 Apr 19, 2022	BUY	$416.25 - $477.71 $2.11 Million - $2.42 Million	5,065 Added 2.07%	249,954 $113 Million
Q4 2021 Jan 14, 2022	BUY	$428.64 - $477.48 $858,137 - $955,914	2,002 Added 0.82%	244,889 $116 Million
Q3 2021 Oct 13, 2021	BUY	$424.97 - $453.19 $3.55 Million - $3.78 Million	8,345 Added 3.56%	242,887 $104 Million
Q2 2021 Jul 23, 2021	BUY	$400.61 - $428.06 $766,366 - $818,878	1,913 Added 0.82%	234,542 $100 Million
Q1 2021 Apr 20, 2021	BUY	$368.79 - $397.26 $557,241 - $600,259	1,511 Added 0.65%	232,629 $92.2 Million
Q4 2020 Jan 25, 2021	BUY	$326.54 - $373.88 $3.02 Million - $3.46 Million	9,256 Added 4.17%	231,118 $86.4 Million
Q3 2020 Oct 26, 2020	BUY	$310.52 - $357.7 $25.4 Million - $29.3 Million	81,868 Added 58.48%	221,862 $74.3 Million
Q2 2020 Jul 27, 2020	SELL	$246.15 - $323.2 $2.43 Million - $3.19 Million	-9,856 Reduced 6.58%	139,994 $43.2 Million
Q1 2020 Apr 15, 2020	SELL	$222.95 - $338.34 $36.7 Million - $55.6 Million	-164,418 Reduced 52.32%	149,850 $38.6 Million
Q4 2019 Jan 09, 2020	SELL	$288.06 - $322.94 $1.09 Million - $1.22 Million	-3,775 Reduced 1.19%	314,268 $101 Million
Q3 2019 Oct 21, 2019	BUY	$283.82 - $302.01 $539,825 - $574,423	1,902 Added 0.6%	318,043 $94.4 Million
Q2 2019 Jul 29, 2019	BUY	$274.57 - $295.86 $2.53 Million - $2.73 Million	9,231 Added 3.01%	316,141 $92.6 Million
Q1 2019 Apr 24, 2019	SELL	$244.21 - $284.73 $7.99 Million - $9.31 Million	-32,707 Reduced 9.63%	306,910 $86.7 Million
Q4 2018 Feb 06, 2019	SELL	$234.34 - $291.73 $2.88 Million - $3.59 Million	-12,304 Reduced 3.5%	339,617 $84.9 Million
Q3 2018 Oct 17, 2018	BUY	$270.9 - $293.58 $2.67 Million - $2.89 Million	9,851 Added 2.88%	351,921 $102 Million
Q2 2018 Jul 19, 2018	SELL	$257.47 - $278.92 $996,151 - $1.08 Million	-3,869 Reduced 1.12%	342,070 $94.2 Million
Q1 2018 May 02, 2018	BUY	$257.63 - $286.58 $4.73 Million - $5.26 Million	18,344 Added 5.6%	345,939 $91 Million
Q4 2017 Jan 29, 2018	SELL	$252.32 - $268.2 $161,989 - $172,184	-642 Reduced 0.2%	327,595 $87.4 Million
Q3 2017 Nov 03, 2017	BUY	$242.71 - $251.23 $79.7 Million - $82.5 Million	328,237	328,237 $84.4 Million

Others Institutions Holding SPY

# of Institutions

5,035

Shares Held

630M

Call Options Held

377M

Put Options Held

664M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

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Berkshire Money Management, Inc. Spdr S&P 500 ETF Trust Transaction History