Halbert Hargrove Global Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$105K	Sell
2025 Q2	$139K	Buy
2025 Q1	$122K	Hold
2024 Q4	$119K	Buy