Scheeler Financial LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Scheeler Financial LLC’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.37M	Buy	+38,509	New	+$2.33M	1.79%	11

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

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

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

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

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Scheeler Financial LLC's XLE Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 38,509 shares worth $2.37M. The stake represents 1.79% of the portfolio and ranks #11 among its holdings.

149 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Scheeler Financial LLC held 38,509 shares of State Street Energy Select Sector SPDR ETF worth $2.37M as of Q3 2026.
State Street Energy Select Sector SPDR ETF was a new Scheeler Financial LLC position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 1.79% of Scheeler Financial LLC's portfolio in Q3 2026, its #11 holding.
149 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.