Camelot Technology Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.99M	Sell	97,377 -6,434	-6%	-$390K	4%	7
2026 Q2	$5.51M	Sell	103,811 -10,603	-9%	-$606K	3.71%	7
2026 Q1	$7.01M	Buy	114,414 +35,160	+44%	+$1.89M	5.08%	5
2025 Q4	$3.54M	Sell	79,254 -7,246	-8%	-$323K	2.63%	9
2025 Q3	$3.86M	Sell	86,500 -1,614	-2%	-$70.7K	3.07%	9
2025 Q2	$3.74M	Buy	88,114 +4,590	+5%	+$191K	3.18%	8
2025 Q1	$3.9M	Buy	83,524 +46	+0.1%	+$2.07K	3.53%	7
2024 Q4	$3.58M	Sell	83,478 -3,894	-4%	-$177K	3.24%	7
2024 Q3	$3.84M	Sell	87,372 -15,252	-15%	-$682K	3.38%	5
2024 Q2	$4.68M	Sell	102,624 -5,160	-5%	-$240K	4.33%	5
2024 Q1	$5.09M	Buy	107,784 +910	+0.9%	+$39.1K	4.69%	4
2023 Q4	$4.48M	Buy	+106,874	New	+$4.57M	4.57%	4

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

BFP

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Camelot Technology Advisors's XLE Position: Q3 2026 in Review

Camelot Technology Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.2% in Q3 2026, selling an estimated $390K and leaving 97,377 shares worth $5.99M. The position accounts for 4% of the portfolio, ranked #7.

Camelot Technology Advisors first reported a position in XLE in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.01M in Q1 2026. 535 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Camelot Technology Advisors held 97,377 shares of State Street Energy Select Sector SPDR ETF worth $5.99M as of Q3 2026.
Camelot Technology Advisors sold 6,434 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $390K.
State Street Energy Select Sector SPDR ETF made up 4% of Camelot Technology Advisors's portfolio in Q3 2026, its #7 holding.
Camelot Technology Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
Camelot Technology Advisors's State Street Energy Select Sector SPDR ETF position peaked at $7.01M in Q1 2026.
535 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.