Hazlett, Burt & Watson’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$204K	Hold	1,864	–	–	0.06%	248
2025 Q4	$223K	Buy	1,864 +184	+11%	+$21.8K	0.07%	235
2025 Q3	$201K	Sell	1,680 -90	-5%	-$10.3K	0.07%	226
2025 Q2	$192K	Sell	1,770 -50	-3%	-$5.11K	0.08%	212
2025 Q1	$180K	Sell	1,820 -28	-2%	-$3.04K	0.08%	210
2024 Q4	$209K	Buy	1,848 +34	+2%	+$3.64K	0.09%	194
2024 Q3	$182K	Buy	1,814 +2	+0.1%	+$187	0.08%	213
2024 Q2	$165K	Hold	1,812	–	–	0.09%	206
2024 Q1	$167K	Hold	1,812	–	–	0.1%	188
2023 Q4	$163K	Hold	1,812	–	–	0.11%	176
2023 Q3	$146K	Buy	1,812 +110	+6%	+$9.3K	0.11%	176
2023 Q2	$144K	Hold	1,702	–	–	0.11%	177
2023 Q1	$127K	Hold	1,702	–	–	0.1%	170
2022 Q4	$109K	Hold	1,702	–	–	0.1%	175
2022 Q3	$121K	Sell	1,702 -50	-3%	-$3.91K	0.12%	164
2022 Q2	$120K	Buy	1,752 +50	+3%	+$3.94K	0.11%	180
2022 Q1	$157K	Buy	+1,702	New	+$156K	0.12%	162

Other funds holding XLY

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Goldman Sachs New York $871B AUM 31.28% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Hazlett, Burt & Watson held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 1,864 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #248.

Hazlett, Burt & Watson first reported a position in XLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $223K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Hazlett, Burt & Watson held 1,864 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $204K as of Q1 2026.
Hazlett, Burt & Watson left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #248 holding.
Hazlett, Burt & Watson first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $223K in Q4 2025.
1,283 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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