Klingman & Associates, LLC Technology Sector Spdr Transaction History

Klingman & Associates, LLC

$1.61 Billion
Q3 2024

A detailed history of Klingman & Associates, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Klingman & Associates, LLC holds 2,435 shares of XLK stock, worth $585,690. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,435

Previous 2,435 -0.0%

Holding current value

$585,690

Previous $550,000 0.18%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$160.19 - $193.07 $20,824 - $25,099	-130 Reduced 5.07%	2,435 $468,000
Q4 2022 Feb 03, 2023	SELL	$116.56 - $136.15 $22,146 - $25,868	-190 Reduced 6.9%	2,565 $319,000
Q2 2022 Jul 27, 2022	SELL	$123.49 - $161.47 $21,363 - $27,934	-173 Reduced 5.91%	2,755 $350,000
Q1 2022 May 06, 2022	SELL	$141.39 - $175.52 $706 - $877	-5 Reduced 0.17%	2,928 $465,000
Q2 2021 Jul 27, 2021	BUY	$131.31 - $147.82 $66,705 - $75,092	508 Added 20.95%	2,933 $433,000
Q4 2020 Feb 09, 2021	SELL	$110.86 - $130.52 $17,737 - $20,883	-160 Reduced 6.19%	2,425 $315,000
Q3 2020 Nov 03, 2020	SELL	$104.66 - $127.03 $10,152 - $12,321	-97 Reduced 3.62%	2,585 $302,000
Q1 2020 Apr 29, 2020	BUY	$70.4 - $102.79 $6,828 - $9,970	97 Added 3.75%	2,682 $216,000
Q2 2019 Sep 27, 2019	BUY	N/A	2,585 New	2,585 $202,000

Others Institutions Holding XLK

# of Institutions

2,241

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Account

Klingman & Associates, LLC Technology Sector Spdr Transaction History