Hazlett, Burt & Watson’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Hazlett, Burt & Watson’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 Q1	$79K	Hold	1,294	–	–	0.02%	375
2025 Q4	$58K	Hold	1,294	–	–	0.02%	424
2025 Q3	$58K	Buy	1,294 +40	+3%	+$1.75K	0.02%	394
2025 Q2	$54K	Hold	1,254	–	–	0.02%	364
2025 Q1	$58K	Sell	1,254 -328	-21%	-$14.8K	0.03%	338
2024 Q4	$68K	Buy	1,582 +62	+4%	+$2.82K	0.03%	321
2024 Q3	$66K	Hold	1,520	–	–	0.03%	323
2024 Q2	$70K	Buy	1,520 +2	+0.1%	+$93	0.04%	293
2024 Q1	$72K	Sell	1,518 -48	-3%	-$2.06K	0.04%	280
2023 Q4	$66K	Hold	1,566	–	–	0.04%	271
2023 Q3	$70K	Buy	1,566 +372	+31%	+$16.3K	0.05%	259
2023 Q2	$48K	Buy	1,194 +124	+12%	+$5.05K	0.04%	304
2023 Q1	$44K	Sell	1,070 -130	-11%	-$5.56K	0.04%	300
2022 Q4	$53K	Hold	1,200	–	–	0.05%	264
2022 Q3	$43K	Buy	1,200 +130	+12%	+$4.92K	0.04%	278
2022 Q2	$38K	Buy	1,070 +254	+31%	+$10.2K	0.03%	307
2022 Q1	$31K	Buy	+816	New	+$28.3K	0.02%	343

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Hazlett, Burt & Watson's XLE Position: Q1 2026 in Review

Hazlett, Burt & Watson held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q1 2026 at 1,294 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #375.

Hazlett, Burt & Watson first reported a position in XLE in Q1 2022 and has held it in 17 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Hazlett, Burt & Watson held 1,294 shares of State Street Energy Select Sector SPDR ETF worth $79K as of Q1 2026.
Hazlett, Burt & Watson left its State Street Energy Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #375 holding.
Hazlett, Burt & Watson first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.