Scheeler Financial
XLF icon

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

Scheeler Financial’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$398K Buy
+7,461
New +$423K 0.3% 43

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WestEnd Advisors
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Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Scheeler Financial's XLF Position: Q3 2026 in Review

Scheeler Financial opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026: 7,461 shares worth $398K. The stake represents 0.3% of the portfolio and ranks #43 among its holdings.

828 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Scheeler Financial held 7,461 shares of State Street Financial Select Sector SPDR ETF worth $398K as of Q3 2026.
  • State Street Financial Select Sector SPDR ETF was a new Scheeler Financial position in Q3 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.3% of Scheeler Financial's portfolio in Q3 2026, its #43 holding.
  • 828 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

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