Klingman & Associates, LLC Spdr Portfolio Transaction History
Klingman & Associates, LLC
- $1.48 Billion
- Q2 2024
A detailed history of Klingman & Associates, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Klingman & Associates, LLC holds 687,678 shares of SPYG stock, worth $58.2 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
687,678
Previous 694,399
0.97%
Holding current value
$58.2 Million
Previous $50.8 Million
8.48%
% of portfolio
3.73%
Previous 3.53%
Shares
18 transactions
Others Institutions Holding SPYG
# of Institutions
1,086Shares Held
290MCall Options Held
461KPut Options Held
35.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.54 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.78 Billion3.76% of portfolio
-
Allworth Financial LP13.2MShares$1.12 Billion6.78% of portfolio
-
Envestnet Asset Management Inc12.1MShares$1.02 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$635 Million0.17% of portfolio