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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Klingman & Associates reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.5% in Q1 2026, selling an estimated $14.9K and leaving 4,947 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #220.

Klingman & Associates first reported a position in XLP in Q3 2025 and has held it in 3 quarters since. The position peaked at $443K in Q3 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Klingman & Associates held 4,947 shares of State Street Consumer Staples Select Sector SPDR ETF worth $406K as of Q1 2026.
  • Klingman & Associates sold 177 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $14.9K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #220 holding.
  • Klingman & Associates first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • Klingman & Associates's State Street Consumer Staples Select Sector SPDR ETF position peaked at $443K in Q3 2025.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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