Scheeler Financial LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.7M	Buy	+13,802	New	+$2.55M	2.05%	10

Other funds holding XLK

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

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

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

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

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

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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

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

Scheeler Financial LLC opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2026: 13,802 shares worth $2.7M. The stake represents 2.05% of the portfolio and ranks #10 among its holdings.

185 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Scheeler Financial LLC held 13,802 shares of State Street Technology Select Sector SPDR ETF worth $2.7M as of Q3 2026.
State Street Technology Select Sector SPDR ETF was a new Scheeler Financial LLC position in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 2.05% of Scheeler Financial LLC's portfolio in Q3 2026, its #10 holding.
185 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

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