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Camelot Technology Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Camelot Technology Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Sell
24,004
-15,057
-39% -$783K 0.87% 24
2026
Q1 		$1.93M Sell
39,061
-2,220
-5% -$116K 1.4% 18
2025
Q4 		$2.26M Sell
41,281
-3,595
-8% -$192K 1.68% 13
2025
Q3 		$2.42M Sell
44,876
-854
-2% -$45.2K 1.92% 12
2025
Q2 		$2.39M Buy
45,730
+272
+0.6% +$13.5K 2.04% 13
2025
Q1 		$2.26M Sell
45,458
-38
-0.1% -$1.91K 2.05% 13
2024
Q4 		$2.2M Sell
45,496
-6,113
-12% -$296K 1.99% 12
2024
Q3 		$2.34M Sell
51,609
-7,466
-13% -$326K 2.06% 13
2024
Q2 		$2.43M Sell
59,075
-3,934
-6% -$162K 2.25% 11
2024
Q1 		$2.65M Buy
63,009
+703
+1% +$27.8K 2.45% 9
2023
Q4 		$2.34M Buy
+62,306
New +$2.16M 2.39% 12

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

Camelot Technology Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 39% in Q2 2026, selling an estimated $783K and leaving 24,004 shares worth $1.29M. The position accounts for 0.87% of the portfolio, ranked #24.

Camelot Technology Advisors first reported a position in XLF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.65M in Q1 2024. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Camelot Technology Advisors held 24,004 shares of State Street Financial Select Sector SPDR ETF worth $1.29M as of Q2 2026.
  • Camelot Technology Advisors sold 15,057 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $783K.
  • State Street Financial Select Sector SPDR ETF made up 0.87% of Camelot Technology Advisors's portfolio in Q2 2026, its #24 holding.
  • Camelot Technology Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Camelot Technology Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.65M in Q1 2024.
  • 341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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