SPDR SER TR

Ticker: MDYV CUSIP: 78464A839 Class: S&P 400 MDCP VAL

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

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

Q4 2025
Shares 371,154 Value ($000) $31,418 Avg Close — Range —
Q3 2025
Shares 370,971 Value ($000) $30,943 Avg Close — Range —
Q2 2025
Shares 372,304 Value ($000) $29,572 Avg Close — Range —
Q1 2025
Shares 346,152 Value ($000) $26,671 Avg Close — Range —
Q4 2024
Shares 343,576 Value ($000) $27,555 Avg Close — Range —
Q3 2024
Shares 344,556 Value ($000) $27,378 Avg Close — Range —
Q2 2024
Shares 344,864 Value ($000) $25,154 Avg Close — Range —
Q1 2024
Shares 345,645 Value ($000) $26,269 Avg Close — Range —
Q4 2023
Shares 349,449 Value ($000) $25,643 Avg Close — Range —
Q3 2023
Shares 347,900 Value ($000) $22,565 Avg Close — Range —
Q2 2023
Shares 355,753 Value ($000) $24,469 Avg Close — Range —
Q1 2023
Shares 359,405 Value ($000) $23,749 Avg Close — Range —
Q4 2022
Shares 364,056 Value ($000) $23,562 Avg Close — Range —
Q3 2022
Shares 361,736 Value ($000) $20,916 Avg Close — Range —
Q2 2022
Shares 356,727 Value ($000) $21,582 Avg Close — Range —
Q1 2022
Shares 345,505 Value ($000) $24,316 Avg Close — Range —
Q4 2021
Shares 320,729 Value ($000) $22,804 Avg Close — Range —
Q3 2021
Shares 321,217 Value ($000) $21,274 Avg Close — Range —
Q2 2021
Shares 321,888 Value ($000) $21,734 Avg Close — Range —
Q1 2021
Shares 324,062 Value ($000) $21,203 Avg Close — Range —
Q4 2020
Shares 327,969 Value ($000) $18,202 Avg Close — Range —
Q3 2020
Shares 328,946 Value ($000) $14,273 Avg Close — Range —
Q2 2020
Shares 329,514 Value ($000) $14,047 Avg Close — Range —
Q1 2020
Shares 303,581 Value ($000) $10,704 Avg Close — Range —
Q4 2019
Shares 5,700 Value ($000) $312 Avg Close — Range —
Q3 2019
Shares 5,700 Value ($000) $293 Avg Close — Range —
Q2 2019
Shares 5,300 Value ($000) $272 Avg Close — Range —
Q1 2019
Shares 5,300 Value ($000) $267 Avg Close — Range —