SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

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

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

Q4 2025
Shares 1,195,167 Value ($000) $67,897 Avg Close — Range —
Q3 2025
Shares 1,194,210 Value ($000) $66,076 Avg Close — Range —
Q2 2025
Shares 1,196,168 Value ($000) $62,607 Avg Close — Range —
Q1 2025
Shares 1,132,034 Value ($000) $57,813 Avg Close — Range —
Q4 2024
Shares 1,098,135 Value ($000) $56,159 Avg Close — Range —
Q3 2024
Shares 1,110,654 Value ($000) $58,709 Avg Close — Range —
Q2 2024
Shares 1,113,792 Value ($000) $54,286 Avg Close — Range —
Q1 2024
Shares 1,121,263 Value ($000) $56,175 Avg Close — Range —
Q4 2023
Shares 1,157,172 Value ($000) $53,959 Avg Close — Range —
Q3 2023
Shares 1,163,088 Value ($000) $47,989 Avg Close — Range —
Q2 2023
Shares 1,165,137 Value ($000) $50,334 Avg Close — Range —
Q1 2023
Shares 1,159,631 Value ($000) $47,220 Avg Close — Range —
Q4 2022
Shares 1,148,677 Value ($000) $44,672 Avg Close — Range —
Q3 2022
Shares 1,092,178 Value ($000) $37,669 Avg Close — Range —
Q2 2022
Shares 835,444 Value ($000) $30,761 Avg Close — Range —
Q1 2022
Shares 876,174 Value ($000) $36,580 Avg Close — Range —
Q4 2021
Shares 676,705 Value ($000) $28,422 Avg Close — Range —
Q3 2021
Shares 675,606 Value ($000) $26,349 Avg Close — Range —
Q2 2021
Shares 675,804 Value ($000) $26,721 Avg Close — Range —
Q1 2021
Shares 675,784 Value ($000) $25,612 Avg Close — Range —
Q4 2020
Shares 673,727 Value ($000) $23,169 Avg Close — Range —
Q3 2020
Shares 675,937 Value ($000) $20,413 Avg Close — Range —
Q2 2020
Shares 661,591 Value ($000) $19,173 Avg Close — Range —
Q1 2020
Shares 630,258 Value ($000) $16,286 Avg Close — Range —