Spdr S&p 500 Etf shares owned by Klingman & Associates
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $79M | 118k | 666.18 |
| 2025-06-30 | $73M | 118k | 617.85 |
| 2025-03-31 | $67M | 120k | 559.39 |
| 2024-12-31 | $70M | 120k | 586.08 |
| 2024-09-30 | $70M | 121k | 573.76 |
| 2024-06-30 | $68M | 124k | 544.22 |
| 2024-03-31 | $66M | 125k | 523.07 |
| 2023-12-31 | $60M | 126k | 475.31 |
| 2023-09-30 | $55M | 127k | 427.48 |
| 2023-06-30 | $57M | 129k | 443.28 |
| 2023-03-31 | $53M | 130k | 409.39 |
| 2022-12-31 | $50M | 130k | 382.43 |
| 2022-09-30 | $46M | 128k | 357.18 |
| 2022-06-30 | $49M | 129k | 377.25 |
| 2022-03-31 | $58M | 129k | 451.64 |
| 2021-12-31 | $62M | 130k | 474.96 |
| 2021-09-30 | $56M | 130k | 429.14 |
| 2021-06-30 | $56M | 132k | 428.06 |
| 2021-03-31 | $53M | 132k | 396.33 |
| 2020-12-31 | $49M | 131k | 373.88 |
| 2020-09-30 | $45M | 133k | 334.89 |
| 2020-06-30 | $41M | 134k | 308.36 |
| 2020-03-31 | $35M | 135k | 257.75 |
| 2019-12-31 | $43M | 134k | 321.86 |
| 2019-09-30 | $41M | 137k | 296.77 |
| 2019-06-30 | $15M | 52k | 293.01 |
| 2019-03-31 | $39M | 139k | 282.48 |
| 2018-12-31 | $35M | 140k | 249.92 |
| 2018-09-30 | $41M | 141k | 290.72 |
| 2018-06-30 | $39M | 142k | 271.28 |
| 2018-03-31 | $38M | 143k | 263.15 |
| 2017-12-31 | $39M | 145k | 266.86 |
| 2017-09-30 | $37M | 146k | 251.23 |
| 2017-06-30 | $35M | 143k | 241.80 |
| 2017-03-31 | $35M | 146k | 235.74 |
| 2016-12-31 | $33M | 147k | 223.53 |
| 2016-09-30 | $34M | 155k | 216.30 |
| 2016-06-30 | $33M | 156k | 209.48 |
| 2016-03-31 | $34M | 164k | 205.52 |
| 2015-12-31 | $33M | 163k | 203.87 |
| 2015-09-30 | $32M | 166k | 191.62 |
| 2015-06-30 | $34M | 167k | 205.85 |
| 2015-03-31 | $35M | 168k | 206.43 |
| 2014-12-31 | $35M | 169k | 205.54 |