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	$226K	Sell	12,200 -59,400	-83%	-$43.1M	0.15%	60
2026 Q1	$1.52M	Sell	71,600 -17,500	-20%	-$11.9M	1.1%	21
2025 Q4	$1.35M	Buy	89,100 +9,200	+12%	+$6.22M	1%	22
2025 Q3	$823K	Sell	79,900 -56,100	-41%	-$36M	0.65%	33
2025 Q2	$1.18M	Buy	136,000 +41,900	+45%	+$24M	1%	19
2025 Q1	$2.1M	Buy	94,100 +89,400	+1,902%	+$52.5M	1.9%	16
2024 Q4	$108K	Sell	4,700 -8,400	-64%	-$4.95M	0.1%	56
2024 Q3	$177K	Buy	+13,100	New	+$7.24M	0.16%	61

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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.