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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Klingman & Associates's XLE Position: Q1 2026 in Review

Klingman & Associates increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 110% in Q1 2026, buying an estimated $276K and bringing the position to 9,848 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #176.

Klingman & Associates first reported a position in XLE in Q3 2023 and has held it in 4 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Klingman & Associates held 9,848 shares of State Street Energy Select Sector SPDR ETF worth $603K as of Q1 2026.
Klingman & Associates bought 5,150 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $276K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Klingman & Associates's portfolio in Q1 2026, its #176 holding.
Klingman & Associates first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 4 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.