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 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 $147B AUM 18.73% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Hazlett, Burt & Watson held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 380 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Hazlett, Burt & Watson first reported a position in XLRE in Q3 2022 and has held it in 14 quarters since. The position peaked at $16K in Q3 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Hazlett, Burt & Watson held 380 shares of State Street Real Estate Select Sector SPDR ETF worth $15K as of Q1 2026.
Hazlett, Burt & Watson left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #637 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 14 quarters since.
Hazlett, Burt & Watson's State Street Real Estate Select Sector SPDR ETF position peaked at $16K in Q3 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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