Klingman & Associates, LLC SPYV Holdings History
Klingman & Associates, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Klingman & Associates, LLC held 1.13 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $57.81 Mil. This investment constitutes 3.54% of their stock portfolio, and Klingman & Associates, LLC now holds 0.22% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2020Q1. And since then Klingman & Associates, LLC has made 11 purchases of SPYV, at an average price of $35.60, for a total of 1.24 Mil shares. In addition, there have been 9 sales at an average price of $44.78 for 110,140.00 shares. Based on historical transaction data and SPYV's current price of $53.60, Klingman & Associates, LLC's estimated gain on his SPYV holdings is $21.39 Mil, reflecting a 48.37% gain to date.
Klingman & Associates, LLC SPYV ($53.60) Holding Chart
Klingman & Associates, LLC SPYV ($53.60) 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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