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Camelot Technology Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Camelot Technology Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.96M Sell
9,326
-2,100
-18% -$1.52M 4.68% 5
2026
Q1 		$7.43M Buy
11,426
+462
+4% +$314K 5.39% 4
2025
Q4 		$7.48M Buy
10,964
+1,593
+17% +$1.08M 5.55% 4
2025
Q3 		$6.24M Sell
9,371
-386
-4% -$247K 4.96% 4
2025
Q2 		$6.03M Sell
9,757
-67
-0.7% -$38.3K 5.14% 3
2025
Q1 		$5.5M Buy
9,824
+15
+0.2% +$8.82K 4.97% 3
2024
Q4 		$5.75M Sell
9,809
-288
-3% -$170K 5.2% 3
2024
Q3 		$5.79M Buy
10,097
+15
+0.1% +$8.29K 5.11% 3
2024
Q2 		$5.49M Buy
10,082
+15
+0.1% +$7.85K 5.08% 3
2024
Q1 		$5.27M Sell
10,067
-79
-0.8% -$39.3K 4.85% 3
2023
Q4 		$4.82M Buy
+10,146
New +$4.52M 4.92% 3

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Camelot Technology Advisors's SPY Position: Q2 2026 in Review

Camelot Technology Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 18% in Q2 2026, selling an estimated $1.52M and leaving 9,326 shares worth $6.96M. The position accounts for 4.68% of the portfolio, ranked #5.

Camelot Technology Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.48M in Q4 2025. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Camelot Technology Advisors held 9,326 shares of State Street SPDR S&P 500 ETF Trust worth $6.96M as of Q2 2026.
  • Camelot Technology Advisors sold 2,100 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.52M.
  • State Street SPDR S&P 500 ETF Trust made up 4.68% of Camelot Technology Advisors's portfolio in Q2 2026, its #5 holding.
  • Camelot Technology Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • Camelot Technology Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $7.48M in Q4 2025.
  • 906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.