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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Buy	5,391 +3	+0.1%	+$513	0.69%	28
2026 Q1	$716K	Sell	5,388 -331	-6%	-$46.6K	0.52%	35
2025 Q4	$823K	Sell	5,719 -1,901	-25%	-$275K	0.61%	32
2025 Q3	$1.07M	Buy	7,620 +4	+0.1%	+$530	0.85%	25
2025 Q2	$964K	Buy	7,616 +2	+0%	+$222	0.82%	26
2025 Q1	$786K	Buy	7,614 +4	+0.1%	+$453	0.71%	29
2024 Q4	$885K	Sell	7,610 -28	-0.4%	-$3.26K	0.8%	27
2024 Q3	$862K	Buy	7,638 +4	+0.1%	+$439	0.76%	26
2024 Q2	$864K	Sell	7,634 -444	-5%	-$46.8K	0.8%	28
2024 Q1	$841K	Sell	8,078 -500	-6%	-$50.6K	0.78%	32
2023 Q4	$826K	Buy	+8,578	New	+$764K	0.84%	28

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BHWM

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

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

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

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

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

AIC

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Camelot Technology Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.06% in Q2 2026, buying an estimated $513 and bringing the position to 5,391 shares worth $1.03M. The position accounts for 0.69% of the portfolio, ranked #28.

Camelot Technology Advisors first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q3 2025. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Camelot Technology Advisors held 5,391 shares of State Street Technology Select Sector SPDR ETF worth $1.03M as of Q2 2026.
Camelot Technology Advisors bought 3 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $513.
State Street Technology Select Sector SPDR ETF made up 0.69% of Camelot Technology Advisors's portfolio in Q2 2026, its #28 holding.
Camelot Technology Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Camelot Technology Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.07M in Q3 2025.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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