SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 666,209 Value ($000) $71,085 Avg Close — Range —
Q3 2025
Shares 684,950 Value ($000) $71,584 Avg Close — Range —
Q2 2025
Shares 716,008 Value ($000) $68,250 Avg Close — Range —
Q1 2025
Shares 689,483 Value ($000) $55,414 Avg Close — Range —
Q4 2024
Shares 674,165 Value ($000) $59,259 Avg Close — Range —
Q3 2024
Shares 683,097 Value ($000) $56,656 Avg Close — Range —
Q2 2024
Shares 687,678 Value ($000) $55,104 Avg Close — Range —
Q1 2024
Shares 694,399 Value ($000) $50,795 Avg Close — Range —
Q4 2023
Shares 731,560 Value ($000) $47,595 Avg Close — Range —
Q3 2023
Shares 735,322 Value ($000) $43,590 Avg Close — Range —
Q2 2023
Shares 737,117 Value ($000) $44,972 Avg Close — Range —
Q1 2023
Shares 739,236 Value ($000) $40,924 Avg Close — Range —
Q4 2022
Shares 734,075 Value ($000) $37,196 Avg Close — Range —
Q3 2022
Shares 683,070 Value ($000) $34,222 Avg Close — Range —
Q2 2022
Shares 521,913 Value ($000) $27,286 Avg Close — Range —
Q1 2022
Shares 558,297 Value ($000) $36,965 Avg Close — Range —
Q4 2021
Shares 457,155 Value ($000) $33,130 Avg Close — Range —
Q3 2021
Shares 457,135 Value ($000) $29,266 Avg Close — Range —
Q2 2021
Shares 457,721 Value ($000) $28,823 Avg Close — Range —
Q1 2021
Shares 457,876 Value ($000) $25,824 Avg Close — Range —
Q4 2020
Shares 457,852 Value ($000) $25,315 Avg Close — Range —
Q3 2020
Shares 459,857 Value ($000) $23,043 Avg Close — Range —
Q2 2020
Shares 481,546 Value ($000) $21,631 Avg Close — Range —
Q1 2020
Shares 464,766 Value ($000) $16,611 Avg Close — Range —