Camelot Technology Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$845K	Sell	5,326 -1,324	-20%	-$197K	0.57%	35
2026 Q1	$975K	Buy	6,650 +155	+2%	+$23.9K	0.71%	29
2025 Q4	$1.01M	Buy	6,495 +60	+0.9%	+$8.99K	0.75%	28
2025 Q3	$896K	Sell	6,435 -53	-0.8%	-$7.17K	0.71%	31
2025 Q2	$875K	Sell	6,488 -141	-2%	-$19K	0.75%	28
2025 Q1	$968K	Sell	6,629 -85	-1%	-$12.3K	0.87%	24
2024 Q4	$924K	Sell	6,714 -1,709	-20%	-$250K	0.84%	25
2024 Q3	$1.3M	Sell	8,423 -417	-5%	-$63.2K	1.14%	21
2024 Q2	$1.29M	Sell	8,840 -768	-8%	-$110K	1.19%	21
2024 Q1	$1.42M	Sell	9,608 -468	-5%	-$67.1K	1.31%	19
2023 Q4	$1.37M	Buy	+10,076	New	+$1.31M	1.4%	17

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

AIC

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

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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

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

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

Camelot Technology Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 20% in Q2 2026, selling an estimated $197K and leaving 5,326 shares worth $845K. The position accounts for 0.57% of the portfolio, ranked #35.

Camelot Technology Advisors first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.42M in Q1 2024. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Camelot Technology Advisors held 5,326 shares of State Street Health Care Select Sector SPDR ETF worth $845K as of Q2 2026.
Camelot Technology Advisors sold 1,324 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $197K.
State Street Health Care Select Sector SPDR ETF made up 0.57% of Camelot Technology Advisors's portfolio in Q2 2026, its #35 holding.
Camelot Technology Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Camelot Technology Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.42M in Q1 2024.
321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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