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

Hazlett, Burt & Watson’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$585K	Hold	3,625	–	–	0.18%	125
2025 Q4	$565K	Buy	3,625 +100	+3%	+$15.4K	0.18%	123
2025 Q3	$542K	Buy	3,525 +729	+26%	+$110K	0.19%	116
2025 Q2	$412K	Buy	2,796 +104	+4%	+$14.2K	0.17%	122
2025 Q1	$353K	Buy	2,692 +204	+8%	+$27.6K	0.16%	131
2024 Q4	$328K	Hold	2,488	–	–	0.15%	142
2024 Q3	$335K	Hold	2,488	–	–	0.15%	144
2024 Q2	$303K	Hold	2,488	–	–	0.16%	134
2024 Q1	$313K	Hold	2,488	–	–	0.19%	119
2023 Q4	$285K	Hold	2,488	–	–	0.19%	119
2023 Q3	$253K	Buy	2,488 +2	+0.1%	+$214	0.19%	118
2023 Q2	$265K	Buy	2,486 +2	+0.1%	+$201	0.2%	108
2023 Q1	$250K	Buy	2,484 +347	+16%	+$34.9K	0.2%	107
2022 Q4	$211K	Buy	2,137 +294	+16%	+$28K	0.19%	116
2022 Q3	$152K	Buy	1,843 +3	+0.2%	+$276	0.15%	137
2022 Q2	$161K	Buy	1,840 +3	+0.2%	+$283	0.15%	143
2022 Q1	$190K	Buy	+1,837	New	+$187K	0.15%	140

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 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

MMH

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Hazlett, Burt & Watson held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 3,625 shares worth $585K. The position accounts for 0.18% of the portfolio, ranked #125.

Hazlett, Burt & Watson first reported a position in XLI in Q1 2022 and has held it in 17 quarters since. 1,555 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Hazlett, Burt & Watson held 3,625 shares of State Street Industrial Select Sector SPDR ETF worth $585K as of Q1 2026.
Hazlett, Burt & Watson left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.18% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #125 holding.
Hazlett, Burt & Watson first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
1,555 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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