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 Q3	$1.36M	Buy	25,478 +1,474	+6%	+$83.6K	0.91%	23
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

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

Camelot Technology Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.1% in Q3 2026, buying an estimated $83.6K and bringing the position to 25,478 shares worth $1.36M. The position accounts for 0.91% of the portfolio, ranked #23.

Camelot Technology Advisors first reported a position in XLF in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.65M in Q1 2024. 1,319 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Camelot Technology Advisors held 25,478 shares of State Street Financial Select Sector SPDR ETF worth $1.36M as of Q3 2026.
Camelot Technology Advisors bought 1,474 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $83.6K.
State Street Financial Select Sector SPDR ETF made up 0.91% of Camelot Technology Advisors's portfolio in Q3 2026, its #23 holding.
Camelot Technology Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
Camelot Technology Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.65M in Q1 2024.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

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