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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$139K Buy
1,026
+128
+14% +$17.4K 0.01% 89
2025
Q1 		$122K Hold
898
– – 0.01% 95
2024
Q4 		$119K Buy
+898
New +$119K 0.01% 93