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

Scheeler Financial’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

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

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

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

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

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Scheeler Financial's XLK Position: Q3 2026 in Review

Scheeler Financial 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.

1,225 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Scheeler Financial 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 position in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 2.05% of Scheeler Financial's portfolio in Q3 2026, its #10 holding.
1,225 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

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