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

Scheeler Financial’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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Scheeler Financial's XLE Position: Q3 2026 in Review

Scheeler Financial 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.

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

Scheeler Financial 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 position in Q3 2026.
State Street Energy Select Sector SPDR ETF made up 1.79% of Scheeler Financial's portfolio in Q3 2026, its #11 holding.
916 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

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