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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Hazlett, Burt & Watson held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 6,018 shares worth $800K. The position accounts for 0.25% of the portfolio, ranked #99.

Hazlett, Burt & Watson first reported a position in XLK in Q1 2022 and has held it in 17 quarters since. The position peaked at $866K in Q4 2025. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Hazlett, Burt & Watson held 6,018 shares of State Street Technology Select Sector SPDR ETF worth $800K as of Q1 2026.
Hazlett, Burt & Watson left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.25% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #99 holding.
Hazlett, Burt & Watson first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's State Street Technology Select Sector SPDR ETF position peaked at $866K in Q4 2025.
2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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