SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,698 Value ($000) $210 Avg Close Range
Q3 2025
Shares 2,513 Value ($000) $225 Avg Close Range
Q3 2023
Shares 2,719 Value ($000) $246 Avg Close Range