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Scheeler Financial LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Scheeler Financial LLC’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
Q3 		$2.07M Buy
+12,309
New +$2.05M 1.57% 13

Other funds holding XLV

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

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

Scheeler Financial LLC opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 12,309 shares worth $2.07M. The stake represents 1.57% of the portfolio and ranks #13 among its holdings.

120 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Scheeler Financial LLC held 12,309 shares of State Street Health Care Select Sector SPDR ETF worth $2.07M as of Q3 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Scheeler Financial LLC position in Q3 2026.
  • State Street Health Care Select Sector SPDR ETF made up 1.57% of Scheeler Financial LLC's portfolio in Q3 2026, its #13 holding.
  • 120 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

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