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Berkshire Money Management, Inc. → SPY

Berkshire Money Management, Inc. SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
6
Latest value
$258.3M
Q3 2026
Peak value
$258.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$326K
Q4 2025$232M
Q1 2026$220.8M
Q2 2026$251.1M
Q3 2026$359K
Q3 2026$258.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$258.3M338.7K——
Q3 2026$359K471——
Q2 2026$251.1M336.2K——
Q1 2026$220.8M339.5K——
Q4 2025$232M340.3K——
Q4 2025$326K478——

Other funds holding SPY

Other Berkshire Money Management, Inc. positions

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SPDR DOW JONES INDL AVERAGE

$99.3M
DIA

STATE STR SPDR DOW JONES IND

$95M
QQQ

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$80.9M
QQQ

INVESCO QQQ TR

$76.7M
QQQ

INVESCO QQQ TR

$76M
IVZ

INVESCO EXCHANGE TRADED FD T

$66.5M