Halbert Hargrove Global Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$858K	Buy	1,148 +228	+25%	+$165K	0.04%	53
2026 Q1	$598K	Sell	920 -116	-11%	-$78.9K	0.03%	56
2025 Q4	$707K	Buy	1,036 +50	+5%	+$33.8K	0.03%	53
2025 Q3	$657K	Buy	986 +344	+54%	+$221K	0.03%	61
2025 Q2	$397K	Sell	642 -52	-7%	-$29.7K	0.02%	63
2025 Q1	$388K	Sell	694 -116	-14%	-$68.2K	0.02%	60
2024 Q4	$475K	Sell	810 -8	-1%	-$4.71K	0.03%	60
2024 Q3	$469K	Sell	818 -250	-23%	-$138K	0.03%	62
2024 Q2	$581K	Buy	1,068 +19	+2%	+$9.94K	0.03%	55
2024 Q1	$549K	Sell	1,049 -47	-4%	-$23.4K	0.04%	62
2023 Q4	$521K	Sell	1,096 -484	-31%	-$216K	0.04%	58
2023 Q3	$675K	Sell	1,580 -54	-3%	-$24K	0.05%	50
2023 Q2	$724K	Buy	1,634 +423	+35%	+$178K	0.05%	48
2023 Q1	$496K	Buy	1,211 +3	+0.2%	+$1.2K	0.03%	81
2022 Q4	$462K	Sell	1,208 -291	-19%	-$112K	0.03%	82
2022 Q3	$535K	Sell	1,499 -107	-7%	-$42.5K	0.04%	73
2022 Q2	$606K	Buy	1,606 +382	+31%	+$156K	0.04%	70
2022 Q1	$553K	Buy	1,224 +199	+19%	+$88.6K	0.04%	75
2021 Q4	$487K	Sell	1,025 -63	-6%	-$28.9K	0.03%	75
2021 Q3	$467K	Sell	1,088 -9	-0.8%	-$3.97K	0.03%	67
2021 Q2	$470K	Sell	1,097 -12	-1%	-$5.01K	0.03%	73
2021 Q1	$440K	Sell	1,109 -9	-0.8%	-$3.47K	0.03%	70
2020 Q4	$418K	Sell	1,118 -41	-4%	-$14.5K	0.03%	64
2020 Q3	$388K	Sell	1,159 -124	-10%	-$41.1K	0.04%	61
2020 Q2	$396K	Buy	1,283 +389	+44%	+$114K	0.06%	50
2020 Q1	$230K	Buy	+894	New	+$273K	0.04%	67
2019 Q1	–	Sell	-5,005	Closed	-$1.25M	–	76
2018 Q4	$1.25M	Buy	+5,005	New	+$1.35M	0.29%	22
2014 Q1	–	Sell	-1,381	Closed	-$255K	–	134
2013 Q4	$255K	Buy	+1,381	New	+$244K	0.08%	104

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Halbert Hargrove Global Advisors's SPY Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 25% in Q2 2026, buying an estimated $165K and bringing the position to 1,148 shares worth $858K. The position accounts for 0.04% of the portfolio, ranked #53.

Halbert Hargrove Global Advisors first reported a position in SPY in Q4 2013 and has held it in 28 quarters since. The position peaked at $1.25M in Q4 2018. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Halbert Hargrove Global Advisors held 1,148 shares of State Street SPDR S&P 500 ETF Trust worth $858K as of Q2 2026.
Halbert Hargrove Global Advisors bought 228 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $165K.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #53 holding.
Halbert Hargrove Global Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 28 quarters since.
Halbert Hargrove Global Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.25M in Q4 2018.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.