Klingman & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,792	Closed	-$204K	–	341
2025 Q3	$204K	Sell	3,792 -148	-4%	-$7.84K	0.01%	311
2025 Q2	$206K	Buy	+3,940	New	+$195K	0.01%	299
2016 Q4	–	Sell	-142	Closed	-$3K	–	324
2016 Q3	$3K	Sell	142 -20	-12%	-$413	﹤0.01%	346
2016 Q2	$3K	Hold	162	–	–	﹤0.01%	348
2016 Q1	$3K	Hold	162	–	–	﹤0.01%	355
2015 Q4	$3K	Hold	162	–	–	﹤0.01%	361
2015 Q3	$3K	Sell	162 -8,175	-98%	-$173K	﹤0.01%	385
2015 Q2	$178K	Buy	+8,337	New	+$180K	0.07%	90

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Klingman & Associates's XLF Position: Q4 2025 in Review

Klingman & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 3,792 shares — an estimated $204K sold.

Klingman & Associates first reported a position in XLF in Q2 2015 and held it in 8 quarters. The position peaked at $206K in Q2 2025. 1,968 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Klingman & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Klingman & Associates sold 3,792 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $204K.
Klingman & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2015 and held it in 8 quarters.
Klingman & Associates's State Street Financial Select Sector SPDR ETF position peaked at $206K in Q2 2025.
1,968 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Klingman & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.