Camelot Technology Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Camelot Technology Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$625K	Sell	12,301 -12,825	-51%	-$658K	0.42%	42
2026 Q1	$1.26M	Buy	25,126 +124	+0.5%	+$6.22K	0.91%	23
2025 Q4	$1.13M	Sell	25,002 -1,306	-5%	-$57.7K	0.84%	25
2025 Q3	$1.18M	Buy	26,308 +72	+0.3%	+$3.25K	0.94%	21
2025 Q2	$1.15M	Buy	26,236 +42	+0.2%	+$1.78K	0.98%	20
2025 Q1	$1.13M	Sell	26,194 -1,102	-4%	-$48.2K	1.02%	21
2024 Q4	$1.15M	Sell	27,296 -1,986	-7%	-$92K	1.04%	20
2024 Q3	$1.41M	Buy	29,282 +36	+0.1%	+$1.64K	1.24%	20
2024 Q2	$1.29M	Sell	29,246 -2,448	-8%	-$111K	1.2%	20
2024 Q1	$1.47M	Sell	31,694 -204	-0.6%	-$8.77K	1.36%	18
2023 Q4	$1.36M	Buy	+31,898	New	+$1.28M	1.39%	18

Other funds holding XLB

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

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

Camelot Technology Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 51% in Q2 2026, selling an estimated $658K and leaving 12,301 shares worth $625K. The position accounts for 0.42% of the portfolio, ranked #42.

Camelot Technology Advisors first reported a position in XLB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q1 2024. 133 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Camelot Technology Advisors held 12,301 shares of State Street Materials Select Sector SPDR ETF worth $625K as of Q2 2026.
Camelot Technology Advisors sold 12,825 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $658K.
State Street Materials Select Sector SPDR ETF made up 0.42% of Camelot Technology Advisors's portfolio in Q2 2026, its #42 holding.
Camelot Technology Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Camelot Technology Advisors's State Street Materials Select Sector SPDR ETF position peaked at $1.47M in Q1 2024.
133 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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