Halbert Hargrove Global Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.71K	Buy	+44	New	+$5.01K	﹤0.01%	347

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Halbert Hargrove Global Advisors opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 44 shares worth $4.71K. The stake represents ﹤0.01% of the portfolio and ranks #347 among its holdings.

1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Halbert Hargrove Global Advisors held 44 shares of State Street Communication Services Select Sector SPDR ETF worth $4.71K as of Q2 2026.
State Street Communication Services Select Sector SPDR ETF was a new Halbert Hargrove Global Advisors position in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #347 holding.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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