A detailed history of Klingman & Associates, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Klingman & Associates, LLC holds 2,513 shares of XLE stock, worth $231,246. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,513
Holding current value
$231,246
% of portfolio
0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$84.25 - $91.99 $211,720 - $231,170
2,513 New
2,513 $224,000
Q3 2023

Oct 30, 2023

BUY
$79.09 - $93.36 $215,045 - $253,845
2,719 New
2,719 $245,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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