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

Hazlett, Burt & Watson’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
Q1 		$340K Buy
6,891
+2
+0% +$104 0.11% 184
2025
Q4 		$378K Buy
6,889
+738
+12% +$39.3K 0.12% 167
2025
Q3 		$331K Buy
6,151
+2
+0% +$106 0.12% 162
2025
Q2 		$324K Sell
6,149
-1,737
-22% -$86K 0.13% 148
2025
Q1 		$394K Sell
7,886
-185
-2% -$9.28K 0.18% 120
2024
Q4 		$392K Buy
8,071
+103
+1% +$4.98K 0.17% 124
2024
Q3 		$361K Buy
7,968
+8
+0.1% +$349 0.17% 133
2024
Q2 		$328K Buy
7,960
+7
+0.1% +$288 0.17% 126
2024
Q1 		$335K Buy
7,953
+7
+0.1% +$276 0.2% 106
2023
Q4 		$299K Sell
7,946
-1,007
-11% -$34.9K 0.2% 107
2023
Q3 		$299K Sell
8,953
-8,511
-49% -$293K 0.22% 96
2023
Q2 		$590K Sell
17,464
-141
-0.8% -$4.6K 0.44% 42
2023
Q1 		$567K Buy
17,605
+100
+0.6% +$3.48K 0.46% 39
2022
Q4 		$599K Buy
17,505
+2,343
+15% +$79.2K 0.53% 34
2022
Q3 		$461K Buy
15,162
+48
+0.3% +$1.59K 0.45% 42
2022
Q2 		$477K Buy
15,114
+725
+5% +$25.1K 0.44% 45
2022
Q1 		$552K Buy
+14,389
New +$562K 0.44% 50

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Hazlett, Burt & Watson increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.03% in Q1 2026, buying an estimated $104 and bringing the position to 6,891 shares worth $340K. The position accounts for 0.11% of the portfolio, ranked #184.

Hazlett, Burt & Watson first reported a position in XLF in Q1 2022 and has held it in 17 quarters since. The position peaked at $599K in Q4 2022. 1,840 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Hazlett, Burt & Watson held 6,891 shares of State Street Financial Select Sector SPDR ETF worth $340K as of Q1 2026.
  • Hazlett, Burt & Watson bought 2 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $104.
  • State Street Financial Select Sector SPDR ETF made up 0.11% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #184 holding.
  • Hazlett, Burt & Watson first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
  • Hazlett, Burt & Watson's State Street Financial Select Sector SPDR ETF position peaked at $599K in Q4 2022.
  • 1,840 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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