Klingman & Associates, LLC SPY Holdings History
Klingman & Associates, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Klingman & Associates, LLC held 119,956.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $67.10 Mil. This investment constitutes 4.11% of their stock portfolio, and Klingman & Associates, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2015Q1. And since then Klingman & Associates, LLC has made 5 purchases of SPY, at an average price of $234.07, for a total of 311,134.00 shares. In addition, there have been 24 sales at an average price of $298.75 for 191,178.00 shares. Based on historical transaction data and SPY's current price of $634.42, Klingman & Associates, LLC's estimated gain on his SPY holdings is $60.39 Mil, reflecting a 82.92% gain to date.
Klingman & Associates, LLC SPY ($634.42) Holding Chart
Klingman & Associates, LLC SPY ($634.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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