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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
Q2 		$368K Buy
6,893
+2
+0% +$104 0.1% 183
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 $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Hazlett, Burt & Watson increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.03% in Q2 2026, buying an estimated $104 and bringing the position to 6,893 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #183.

Hazlett, Burt & Watson first reported a position in XLF in Q1 2022 and has held it in 18 quarters since. The position peaked at $599K in Q4 2022. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Hazlett, Burt & Watson held 6,893 shares of State Street Financial Select Sector SPDR ETF worth $368K as of Q2 2026.
  • Hazlett, Burt & Watson bought 2 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $104.
  • State Street Financial Select Sector SPDR ETF made up 0.1% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #183 holding.
  • Hazlett, Burt & Watson first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's State Street Financial Select Sector SPDR ETF position peaked at $599K in Q4 2022.
  • 1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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