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 Q2	$69K	Hold	1,294	–	–	0.02%	406
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Hazlett, Burt & Watson's XLE Position: Q2 2026 in Review

Hazlett, Burt & Watson held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 1,294 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #406.

Hazlett, Burt & Watson first reported a position in XLE in Q1 2022 and has held it in 18 quarters since. The position peaked at $79K in Q1 2026. 2,040 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Hazlett, Burt & Watson held 1,294 shares of State Street Energy Select Sector SPDR ETF worth $69K as of Q2 2026.
Hazlett, Burt & Watson left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #406 holding.
Hazlett, Burt & Watson first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's State Street Energy Select Sector SPDR ETF position peaked at $79K in Q1 2026.
2,040 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.