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 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

MFG

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

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

Camelot Technology Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 9.3% in Q2 2026, selling an estimated $606K and leaving 103,811 shares worth $5.51M. The position accounts for 3.71% of the portfolio, ranked #7.

Camelot Technology Advisors first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.01M in Q1 2026. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Camelot Technology Advisors held 103,811 shares of State Street Energy Select Sector SPDR ETF worth $5.51M as of Q2 2026.
Camelot Technology Advisors sold 10,603 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $606K.
State Street Energy Select Sector SPDR ETF made up 3.71% of Camelot Technology Advisors's portfolio in Q2 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 11 quarters since.
Camelot Technology Advisors's State Street Energy Select Sector SPDR ETF position peaked at $7.01M in Q1 2026.
386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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