Financial Select Sector SPDR shares owned by Klingman & Associates
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $204k | 3.8k | 53.87 |
| 2025-06-30 | $206k | 3.9k | 52.37 |
| 2016-09-30 | $3.0k | 142 | 21.13 |
| 2016-06-30 | $3.0k | 142 | 21.13 |
| 2016-03-31 | $3.0k | 142 | 21.13 |
| 2015-12-31 | $3.0k | 142 | 21.13 |
| 2015-09-30 | $3.0k | 142 | 21.13 |
| 2015-06-30 | $178k | 7.3k | 24.32 |