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Halbert Hargrove Global Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25K Hold
210
– – ﹤0.01% 254
2026
Q1 		$20.6K Buy
210
+194
+1,213% +$20.2K ﹤0.01% 246
2025
Q4 		$1.71K Hold
16
– – ﹤0.01% 344
2025
Q3 		$1.67K Buy
+16
New +$1.59K ﹤0.01% 602

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Halbert Hargrove Global Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2026 at 210 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Halbert Hargrove Global Advisors first reported a position in SPYG in Q3 2025 and has held it in 4 quarters since. 364 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Halbert Hargrove Global Advisors held 210 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $25K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #254 holding.
  • Halbert Hargrove Global Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 364 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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