Back to STT-PG

Berkshire Money Management, Inc. → STT-PG

Berkshire Money Management, Inc. STT-PG Position History

State Street Corporation • Banking

Quarters held
29
Latest value
$435K
Q3 2026
Peak value
$44.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$407K
Q4 2025$44.5M
Q4 2025$15.2M
Q4 2025$23M
Q4 2025$290K
Q4 2025$835K
Q4 2025$203K
Q4 2025$213K
Q4 2025$444K
Q4 2025$24.6M
Q1 2026$42M
Q1 2026$16.5M
Q1 2026$23.2M
Q1 2026$734K
Q2 2026$42.1M
Q2 2026$16.9M
Q2 2026$23.2M
Q2 2026$529K
Q3 2026$207K
Q3 2026$396K
Q3 2026$41.5M
Q3 2026$17M
Q3 2026$23.4M
Q3 2026$807K
Q3 2026$282K
Q3 2026$210K
Q3 2026$481K
Q3 2026$230K
Q3 2026$435K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$435K11.0K——
Q3 2026$230K1.2K——
Q3 2026$481K2.9K——
Q3 2026$210K3.9K——
Q3 2026$282K4.6K——
Q3 2026$807K4.8K——
Q3 2026$23.4M255.8K——
Q3 2026$17M183.5K——
Q3 2026$41.5M1.71M——
Q3 2026$396K2.7K——
Q3 2026$207K1.7K——
Q2 2026$529K11.7K——
Q2 2026$23.2M252.7K——
Q2 2026$16.9M174.9K——
Q2 2026$42.1M1.68M——
Q1 2026$734K16.0K——
Q1 2026$23.2M253.7K——
Q1 2026$16.5M172.7K——
Q1 2026$42M1.68M——
Q4 2025$24.6M576.1K——
Q4 2025$444K2.9K——
Q4 2025$213K3.9K——
Q4 2025$203K4.5K——
Q4 2025$835K5.4K——
Q4 2025$290K994——
Q4 2025$23M251.3K——
Q4 2025$15.2M156.1K——
Q4 2025$44.5M1.76M——
Q4 2025$407K2.9K——

Other funds holding STT-PG

Other Berkshire Money Management, Inc. positions

SPY

STATE STR SPDR S&P 500 ETF T

$258.3M
SPY

STATE STR SPDR S&P 500 ETF T

$251.1M
SPY

SPDR S&P 500 ETF TR

$232M
SPY

STATE STR SPDR S&P 500 ETF T

$220.8M
DIA

STATE STR SPDR DOW JONES IND

$106.7M
DIA

STATE STR SPDR DOW JONES IND

$104.8M
DIA

SPDR DOW JONES INDL AVERAGE

$99.3M
DIA

STATE STR SPDR DOW JONES IND

$95M