Number of Shares
689,483.00
Current Holdings Value*
$55.41 Mil
% of Portfolio
3.39%
Total Estimate Gain
$35.87 Mil
% of Total Estimate Gain
90.28%

Klingman & Associates, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Klingman & Associates, LLC held 689,483.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $55.41 Mil. This investment constitutes 3.39% of their stock portfolio, and Klingman & Associates, LLC now holds 0.18% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2020Q1. And since then Klingman & Associates, LLC has made 8 purchases of SPYG, at an average price of $48.73, for a total of 815,373.00 shares. In addition, there have been 12 sales at an average price of $63.49 for 125,890.00 shares. Based on historical transaction data and SPYG's current price of $98.07, Klingman & Associates, LLC's estimated gain on his SPYG holdings is $35.87 Mil, reflecting a 90.28% gain to date.

Klingman & Associates, LLC SPYG ($98.07) Holding Chart

Klingman & Associates, LLC SPYG ($98.07) 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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