Klingman & Associates’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$380K	Sell	4,580 -367	-7%	-$30.7K	0.02%	235
2026 Q1	$406K	Sell	4,947 -177	-3%	-$14.9K	0.02%	220
2025 Q4	$398K	Sell	5,124 -531	-9%	-$41.4K	0.02%	216
2025 Q3	$443K	Buy	+5,655	New	+$457K	0.02%	206

Other funds holding XLP

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Klingman & Associates's XLP Position: Q2 2026 in Review

Klingman & Associates reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 7.4% in Q2 2026, selling an estimated $30.7K and leaving 4,580 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #235.

Klingman & Associates first reported a position in XLP in Q3 2025 and has held it in 4 quarters since. The position peaked at $443K in Q3 2025. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Klingman & Associates held 4,580 shares of State Street Consumer Staples Select Sector SPDR ETF worth $380K as of Q2 2026.
Klingman & Associates sold 367 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $30.7K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #235 holding.
Klingman & Associates first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Klingman & Associates's State Street Consumer Staples Select Sector SPDR ETF position peaked at $443K in Q3 2025.
1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.