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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$446K Sell
9,844
-8,880
-47% -$402K 0.3% 49
2026
Q1
$859K Sell
18,724
-872
-4% -$39.1K 0.62% 30
2025
Q4
$837K Sell
19,596
-1,740
-8% -$77.1K 0.62% 31
2025
Q3
$930K Buy
21,336
+110
+0.5% +$4.65K 0.74% 29
2025
Q2
$867K Buy
21,226
+710
+3% +$28.3K 0.74% 29
2025
Q1
$809K Sell
20,516
-272
-1% -$10.6K 0.73% 28
2024
Q4
$787K Buy
20,788
+202
+1% +$8.02K 0.71% 28
2024
Q3
$832K Buy
20,586
+5,132
+33% +$190K 0.73% 27
2024
Q2
$527K Sell
15,454
-1,366
-8% -$46.9K 0.49% 38
2024
Q1
$552K Buy
16,820
+146
+0.9% +$4.56K 0.51% 38
2023
Q4
$528K Buy
+16,674
New +$510K 0.54% 37

Other funds holding XLU

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

Camelot Technology Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 47% in Q2 2026, selling an estimated $402K and leaving 9,844 shares worth $446K. The position accounts for 0.3% of the portfolio, ranked #49.

Camelot Technology Advisors first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $930K in Q3 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Camelot Technology Advisors held 9,844 shares of State Street Utilities Select Sector SPDR ETF worth $446K as of Q2 2026.
  • Camelot Technology Advisors sold 8,880 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $402K.
  • State Street Utilities Select Sector SPDR ETF made up 0.3% of Camelot Technology Advisors's portfolio in Q2 2026, its #49 holding.
  • Camelot Technology Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Camelot Technology Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $930K in Q3 2025.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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