CTA
Camelot Technology Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867K | Buy |
10,613
+355
| +3% | +$29K | 0.74% | 28 |
|
|
2025
Q1 | $809K | Sell |
10,258
-136
| -1% | -$10.7K | 0.73% | 27 |
|
|
2024
Q4 | $787K | Buy |
10,394
+101
| +1% | +$7.65K | 0.71% | 28 |
|
|
2024
Q3 | $832K | Buy |
10,293
+2,566
| +33% | +$207K | 0.73% | 27 |
|
|
2024
Q2 | $527K | Sell |
7,727
-683
| -8% | -$46.5K | 0.49% | 38 |
|
|
2024
Q1 | $552K | Buy |
8,410
+73
| +0.9% | +$4.79K | 0.51% | 38 |
|
|
2023
Q4 | $528K | Buy |
+8,337
| New | +$528K | 0.54% | 37 |
|