Klingman & Associates, LLC Financial Sector Spdr Transaction History

Klingman & Associates, LLC

$1.8 Billion
Q2 2025

A detailed history of Klingman & Associates, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Klingman & Associates, LLC holds 3,940 shares of XLF stock, worth $210,829. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,940

Holding current value

$210,829

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$43.92 - $52.37 $173,044 - $206,337	3,940 New	3,940 $206,000

Others Institutions Holding XLF

# of Institutions

2,136

Shares Held

986M

Call Options Held

156M

Put Options Held

261M

Kingstone Capital Partners Texas, LLC Frisco, TX

229M
Shares

$12.2 Billion
1.46% of portfolio
Jpmorgan Chase & CO New York, NY

150M
Shares

$8.03 Billion
0.59% of portfolio
Bank Of America Corp Charlotte, NC

83.1M
Shares

$4.44 Billion
0.33% of portfolio
Morgan Stanley New York, NY

44.5M
Shares

$2.38 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

25.4M
Shares

$1.36 Billion
0.28% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Klingman & Associates, LLC Financial Sector Spdr Transaction History