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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Sell	5,995 -23	-0.4%	-$3.93K	0.3%	90
2026 Q1	$800K	Hold	6,018	–	–	0.25%	99
2025 Q4	$866K	Buy	6,018 +504	+9%	+$72.8K	0.28%	83
2025 Q3	$776K	Sell	5,514 -270	-5%	-$35.8K	0.27%	83
2025 Q2	$733K	Hold	5,784	–	–	0.3%	75
2025 Q1	$597K	Buy	5,784 +3,116	+117%	+$353K	0.27%	85
2024 Q4	$309K	Sell	2,668 -196	-7%	-$22.8K	0.14%	151
2024 Q3	$323K	Sell	2,864 -118	-4%	-$13K	0.15%	150
2024 Q2	$337K	Sell	2,982 -858	-22%	-$90.3K	0.17%	120
2024 Q1	$400K	Hold	3,840	–	–	0.24%	90
2023 Q4	$369K	Buy	3,840 +2	+0.1%	+$178	0.25%	87
2023 Q3	$314K	Hold	3,838	–	–	0.23%	89
2023 Q2	$334K	Sell	3,838 -42	-1%	-$3.31K	0.25%	85
2023 Q1	$293K	Sell	3,880 -150	-4%	-$10.3K	0.24%	94
2022 Q4	$250K	Buy	4,030 +4	+0.1%	+$254	0.22%	101
2022 Q3	$239K	Buy	4,026 +76	+2%	+$5.19K	0.23%	94
2022 Q2	$251K	Sell	3,950 -86	-2%	-$5.99K	0.23%	97
2022 Q1	$320K	Buy	+4,036	New	+$317K	0.25%	85

Other funds holding XLK

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

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

Hazlett, Burt & Watson reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.38% in Q2 2026, selling an estimated $3.93K and leaving 5,995 shares worth $1.14M. The position accounts for 0.3% of the portfolio, ranked #90.

Hazlett, Burt & Watson first reported a position in XLK in Q1 2022 and has held it in 18 quarters since. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Hazlett, Burt & Watson held 5,995 shares of State Street Technology Select Sector SPDR ETF worth $1.14M as of Q2 2026.
Hazlett, Burt & Watson sold 23 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.93K.
State Street Technology Select Sector SPDR ETF made up 0.3% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #90 holding.
Hazlett, Burt & Watson first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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