Number of Shares
41,762.00
Current Holdings Value*
$3.90 Mil
% of Portfolio
3.53%
Total Estimate Gain
$50,816.02
% of Total Estimate Gain
1.10%

CAMELOT TECHNOLOGY ADVISORS, INC.'s The Energy Select Sector SPDR Fund Holding Summary

As of 2025-03-31, CAMELOT TECHNOLOGY ADVISORS, INC. held 41,762.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $3.90 Mil. This investment constitutes 3.53% of their stock portfolio, and CAMELOT TECHNOLOGY ADVISORS, INC. now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.

The initial trade took place in 2023Q4. And since then CAMELOT TECHNOLOGY ADVISORS, INC. has made 2 purchases of XLE, at an average price of $85.52, for a total of 53,915.00 shares. In addition, there have been 3 sales at an average price of $90.44 for 12,153.00 shares. Based on historical transaction data and XLE's current price of $85.30, CAMELOT TECHNOLOGY ADVISORS, INC.'s estimated gain on his XLE holdings is $50,816.02, reflecting a 1.10% gain to date.

CAMELOT TECHNOLOGY ADVISORS, INC. XLE ($85.30) Holding Chart

CAMELOT TECHNOLOGY ADVISORS, INC. XLE ($85.30) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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