Halbert Hargrove Global Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $657K | Buy |
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|
2025
Q2 | $397K | Sell |
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|
2025
Q1 | $388K | Sell |
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|
2024
Q4 | $475K | Sell |
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|
2024
Q3 | $469K | Sell |
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|
2024
Q2 | $581K | Buy |
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|
2024
Q1 | $549K | Sell |
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|
2023
Q4 | $521K | Sell |
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $724K | Buy |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q4 | $462K | Sell |
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|
2022
Q3 | $535K | Sell |
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|
2022
Q2 | $606K | Buy |
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|
2022
Q1 | $553K | Buy |
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|
2021
Q4 | $487K | Sell |
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|
2021
Q3 | $467K | Sell |
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|
2021
Q2 | $470K | Sell |
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|
2021
Q1 | $440K | Sell |
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|
2020
Q4 | $418K | Sell |
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|
2020
Q3 | $388K | Sell |
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|
2020
Q2 | $396K | Buy |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.25M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $255K | Buy |
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