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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$393K	Buy	9,974 +130	+1%	+$5.65K	0.26%	49
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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

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

Camelot Technology Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.3% in Q3 2026, buying an estimated $5.65K and bringing the position to 9,974 shares worth $393K. The position accounts for 0.26% of the portfolio, ranked #49.

Camelot Technology Advisors first reported a position in XLU in Q4 2023 and has held it in 12 quarters since. The position peaked at $930K in Q3 2025. 77 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Camelot Technology Advisors held 9,974 shares of State Street Utilities Select Sector SPDR ETF worth $393K as of Q3 2026.
Camelot Technology Advisors bought 130 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $5.65K.
State Street Utilities Select Sector SPDR ETF made up 0.26% of Camelot Technology Advisors's portfolio in Q3 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 12 quarters since.
Camelot Technology Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $930K in Q3 2025.
77 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

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