Klingman & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Klingman & Associates’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$675K	Hold	10,968	–	–	0.03%	182
2026 Q2	$583K	Buy	10,968 +1,120	+11%	+$64K	0.02%	185
2026 Q1	$603K	Buy	9,848 +5,150	+110%	+$276K	0.03%	176
2025 Q4	$210K	Sell	4,698 -328	-7%	-$14.6K	0.01%	314
2025 Q3	$225K	Buy	+5,026	New	+$220K	0.01%	296
2023 Q4	–	Sell	-5,438	Closed	-$246K	–	228
2023 Q3	$246K	Buy	+5,438	New	+$238K	0.02%	198

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Klingman & Associates's XLE Position: Q3 2026 in Review

Klingman & Associates held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q3 2026 at 10,968 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #182.

Klingman & Associates first reported a position in XLE in Q3 2023 and has held it in 6 quarters since. 648 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Klingman & Associates held 10,968 shares of State Street Energy Select Sector SPDR ETF worth $675K as of Q3 2026.
Klingman & Associates left its State Street Energy Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #182 holding.
Klingman & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 6 quarters since.
648 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.