Hazlett, Burt & Watson’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17K	Hold	380	–	–	﹤0.01%	622
2026 Q1	$15K	Hold	380	–	–	﹤0.01%	637
2025 Q4	$15K	Hold	380	–	–	﹤0.01%	648
2025 Q3	$16K	Buy	380 +50	+15%	+$2.09K	0.01%	606
2025 Q2	$13K	Buy	330 +250	+313%	+$10.3K	0.01%	549
2025 Q1	$3K	Sell	80 -16	-17%	-$666	﹤0.01%	707
2024 Q4	$4K	Buy	96 +16	+20%	+$692	﹤0.01%	646
2024 Q3	$4K	Hold	80	–	–	﹤0.01%	631
2024 Q2	$3K	Hold	80	–	–	﹤0.01%	643
2024 Q1	$3K	Hold	80	–	–	﹤0.01%	635
2023 Q4	$3K	Hold	80	–	–	﹤0.01%	605
2023 Q3	$3K	Hold	80	–	–	﹤0.01%	622
2023 Q2	$3K	Buy	+80	New	+$2.95K	﹤0.01%	607
2023 Q1	–	Sell	-110	Closed	-$4K	–	698
2022 Q4	$4K	Hold	110	–	–	﹤0.01%	549
2022 Q3	$4K	Buy	+110	New	+$4.61K	﹤0.01%	541

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

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

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

Hazlett, Burt & Watson held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q2 2026 at 380 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Hazlett, Burt & Watson first reported a position in XLRE in Q3 2022 and has held it in 15 quarters since. 802 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Hazlett, Burt & Watson held 380 shares of State Street Real Estate Select Sector SPDR ETF worth $17K as of Q2 2026.
Hazlett, Burt & Watson left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #622 holding.
Hazlett, Burt & Watson first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
802 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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