Klingman & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.24M | Buy |
6,530
+1,392
| +27% | +$238K | 0.05% | 125 |
|
|
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
APTFM
Klingman & Associates's XLK Position: Q2 2026 in Review
Klingman & Associates increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 27% in Q2 2026, buying an estimated $238K and bringing the position to 6,530 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #125.
Klingman & Associates first reported a position in XLK in Q2 2015 and has held it in 35 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.
- Klingman & Associates held 6,530 shares of State Street Technology Select Sector SPDR ETF worth $1.24M as of Q2 2026.
- Klingman & Associates bought 1,392 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $238K.
- State Street Technology Select Sector SPDR ETF made up 0.05% of Klingman & Associates's portfolio in Q2 2026, its #125 holding.
- Klingman & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2015 and has held it in 35 quarters since.
- 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.
Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.