SPY
SPDR S&P 500 ETF Trust
SPDR S&P 500 ETF Trust historical holders
total: 17
Berkshire Hathaway SPDR S&P 500 ETF Trust transactions over time
- Total transactions:
- 2
- New positions:
- 1
- Sold out:
- 1
- Held since:
- 2019 Q4
- Held for:
- 20 quarters
- Latest activity:
- 2024 Q4
Warren Buffett has been an institutional investor in SPDR S&P 500 ETF Trust (SPY) since 2019 Q4. According to 2026 Q1 report, Warren Buffett doesn't hold any shares. The fund/company first acquired SPY in 2019 Q4, initially purchasing 39,400 shares. Since the initial investment, Berkshire Hathaway has made 1 more transaction in this position.
When did Warren Buffett exit their SPY position?
Warren Buffett no longer holds SPDR S&P 500 ETF Trust (SPY). They sold off their entire position in 2024 Q4, closing out an investment that began in 2019 Q4.
When did Warren Buffett first invest in 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, acquiring 39,400 shares in their initial purchase.
What is Warren Buffett's average cost basis for SPY?
Based on historical transaction data, Warren Buffett's estimated cost basis for SPDR S&P 500 ETF Trust (SPY) is approximately $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.