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 Q3	$874K	Sell	1,146 -2	-0.2%	-$1.52K	0.04%	55
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%	+$9.9K	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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Halbert Hargrove Global Advisors's SPY Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.17% in Q3 2026, selling an estimated $1.52K and leaving 1,146 shares worth $874K. The position accounts for 0.04% of the portfolio, ranked #55.

Halbert Hargrove Global Advisors first reported a position in SPY in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.25M in Q4 2018. 3,300 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Halbert Hargrove Global Advisors held 1,146 shares of State Street SPDR S&P 500 ETF Trust worth $874K as of Q3 2026.
Halbert Hargrove Global Advisors sold 2 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.52K.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #55 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 29 quarters since.
Halbert Hargrove Global Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.25M in Q4 2018.
3,300 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.