Warren Buffett
Berkshire Hathaway
Warren Buffett SPDR S&P 500 ETF Trust stake
total: 135
Berkshire Hathaway SPY trades
- Total transactions:
- 2
- New positions:
- 1
- Sold out:
- 1
- Held since:
- 2019 Q4
- Held for:
- 20 quarters
- Latest activity:
- 2024 Q4
According to 2026 Q2 report, Warren Buffett doesn't hold any SPDR S&P 500 ETF Trust (SPY) shares. To date, the estimated cost basis is nearly $321.85 for "buy" trades and estimated average "sell" price is $573.76. Berkshire Hathaway first purchased SPY in 2019 Q4, initially acquiring 39,400 shares. Since the initial investment in SPDR S&P 500 ETF Trust (SPY), Berkshire Hathaway has made 1 more transaction.
When did Warren Buffett sell SPDR S&P 500 ETF Trust (SPY)?
Warren Buffett sold off the entire SPDR S&P 500 ETF Trust (SPY) position in 2024 Q4.
When did Warren Buffett buy SPDR S&P 500 ETF Trust (SPY)?
Warren Buffett first invested in SPDR S&P 500 ETF Trust (SPY) in 2019 Q4 at the reported quarter-end price of $321.85 per share.
What's the cost basis of Berkshire Hathaway's SPY stake?
The estimated cost basis for SPDR S&P 500 ETF Trust (SPY) stake is around $321.85 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $321.85
- Weighted AVG sell price:
- $573.76
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.