Klingman & Associates’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Klingman & Associates's XLE Position: Q2 2026 in Review
Klingman & Associates increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 11% in Q2 2026, buying an estimated $64K and bringing the position to 10,968 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #185.
Klingman & Associates first reported a position in XLE in Q3 2023 and has held it in 5 quarters since. The position peaked at $603K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Klingman & Associates held 10,968 shares of State Street Energy Select Sector SPDR ETF worth $583K as of Q2 2026.
- Klingman & Associates bought 1,120 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $64K.
- State Street Energy Select Sector SPDR ETF made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #185 holding.
- Klingman & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 5 quarters since.
- Klingman & Associates's State Street Energy Select Sector SPDR ETF position peaked at $603K in Q1 2026.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.