Klingman & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$683K	Buy	5,138 +464	+10%	+$65.4K	0.03%	166
2025 Q4	$673K	Sell	4,674 -686	-13%	-$99.1K	0.03%	160
2025 Q3	$755K	Hold	5,360	–	–	0.04%	146
2025 Q2	$679K	Buy	5,360 +350	+7%	+$38.8K	0.04%	140
2025 Q1	$517K	Hold	5,010	–	–	0.03%	153
2024 Q4	$582K	Buy	5,010 +140	+3%	+$16.3K	0.04%	138
2024 Q3	$550K	Hold	4,870	–	–	0.03%	151
2024 Q2	$551K	Hold	4,870	–	–	0.04%	134
2024 Q1	$507K	Hold	4,870	–	–	0.04%	135
2023 Q4	$469K	Sell	4,870 -260	-5%	-$23.1K	0.03%	138
2023 Q3	$420K	Hold	5,130	–	–	0.03%	143
2023 Q2	$446K	Hold	5,130	–	–	0.04%	137
2023 Q1	$387K	Hold	5,130	–	–	0.03%	139
2022 Q4	$319K	Sell	5,130 -380	-7%	-$24.1K	0.03%	152
2022 Q3	$327K	Hold	5,510	–	–	0.03%	141
2022 Q2	$350K	Sell	5,510 -346	-6%	-$24.1K	0.03%	140
2022 Q1	$465K	Sell	5,856 -10	-0.2%	-$785	0.04%	125
2021 Q4	$510K	Hold	5,866	–	–	0.04%	103
2021 Q3	$438K	Hold	5,866	–	–	0.04%	108
2021 Q2	$433K	Buy	5,866 +1,016	+21%	+$71.2K	0.04%	107
2021 Q1	$322K	Hold	4,850	–	–	0.03%	128
2020 Q4	$315K	Sell	4,850 -320	-6%	-$19.5K	0.04%	115
2020 Q3	$302K	Sell	5,170 -194	-4%	-$11K	0.04%	108
2020 Q2	$280K	Hold	5,364	–	–	0.04%	108
2020 Q1	$216K	Buy	5,364 +194	+4%	+$8.85K	0.04%	114
2019 Q4	$237K	Hold	5,170	–	–	0.04%	125
2019 Q3	$208K	Hold	5,170	–	–	0.04%	120
2019 Q2	$202K	Buy	+5,170	New	+$197K	0.04%	119
2016 Q4	–	Sell	-4,260	Closed	-$102K	–	325
2016 Q3	$102K	Hold	4,260	–	–	0.03%	138
2016 Q2	$92K	Hold	4,260	–	–	0.03%	146
2016 Q1	$94K	Hold	4,260	–	–	0.03%	146
2015 Q4	$91K	Hold	4,260	–	–	0.03%	168
2015 Q3	$84K	Sell	4,260 -1,888	-31%	-$38.9K	0.03%	173
2015 Q2	$127K	Buy	+6,148	New	+$131K	0.05%	113

Other funds holding XLK

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Klingman & Associates increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.9% in Q1 2026, buying an estimated $65.4K and bringing the position to 5,138 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #166.

Klingman & Associates first reported a position in XLK in Q2 2015 and has held it in 34 quarters since. The position peaked at $755K in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Klingman & Associates held 5,138 shares of State Street Technology Select Sector SPDR ETF worth $683K as of Q1 2026.
Klingman & Associates bought 464 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $65.4K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Klingman & Associates's portfolio in Q1 2026, its #166 holding.
Klingman & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2015 and has held it in 34 quarters since.
Klingman & Associates's State Street Technology Select Sector SPDR ETF position peaked at $755K in Q3 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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