SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q3 2025
Shares 3,792 Value ($000) $204 Avg Close — Range —
Q2 2025
Shares 3,940 Value ($000) $206 Avg Close — Range —
Q3 2016
Shares 142 Value ($000) $3 Avg Close — Range —
Q2 2016
Shares 142 Value ($000) $3 Avg Close — Range —
Q1 2016
Shares 142 Value ($000) $3 Avg Close — Range —
Q4 2015
Shares 142 Value ($000) $3 Avg Close — Range —
Q3 2015
Shares 142 Value ($000) $3 Avg Close — Range —
Q2 2015
Shares 7,319 Value ($000) $178 Avg Close — Range —