Hazlett, Burt & Watson
XLI icon

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
Q3 		$606K Hold
3,625
– – 0.16% 150
2026
Q2 		$673K Hold
3,625
– – 0.18% 132
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

Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Hazlett, Burt & Watson's XLI Position: Q3 2026 in Review

Hazlett, Burt & Watson held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2026 at 3,625 shares worth $606K. The position accounts for 0.16% of the portfolio, ranked #150.

Hazlett, Burt & Watson first reported a position in XLI in Q1 2022 and has held it in 19 quarters since. The position peaked at $673K in Q2 2026. 1,023 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Hazlett, Burt & Watson held 3,625 shares of State Street Industrial Select Sector SPDR ETF worth $606K as of Q3 2026.
  • Hazlett, Burt & Watson left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.16% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #150 holding.
  • Hazlett, Burt & Watson first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's State Street Industrial Select Sector SPDR ETF position peaked at $673K in Q2 2026.
  • 1,023 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.