HHGA
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Halbert Hargrove Global Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.36K Buy
+100
New +$5.2K ﹤0.01% 337
2024
Q1 		– Sell
-8,951
Closed -$337K – 117
2023
Q4 		$337K Buy
8,951
+44
+0.5% +$1.52K 0.02% 72
2023
Q3 		$295K Buy
8,907
+40
+0.5% +$1.38K 0.02% 71
2023
Q2 		$299K Sell
8,867
-681
-7% -$22.2K 0.02% 70
2023
Q1 		$307K Sell
9,548
-170
-2% -$5.91K 0.02% 109
2022
Q4 		$332K Buy
9,718
+902
+10% +$30.5K 0.02% 100
2022
Q3 		$268K Buy
8,816
+130
+1% +$4.3K 0.02% 119
2022
Q2 		$273K Sell
8,686
-19
-0.2% -$657 0.02% 121
2022
Q1 		$333K Buy
8,705
+34
+0.4% +$1.33K 0.02% 103
2021
Q4 		$339K Sell
8,671
-804
-8% -$31.6K 0.02% 107
2021
Q3 		$355K Buy
9,475
+947
+11% +$35.4K 0.02% 87
2021
Q2 		$313K Buy
8,528
+33
+0.4% +$1.21K 0.02% 106
2021
Q1 		$289K Buy
+8,495
New +$273K 0.02% 93

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Halbert Hargrove Global Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 100 shares worth $5.36K. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in XLF as recently as Q4 2023.

Halbert Hargrove Global Advisors first reported a position in XLF in Q1 2021 and has held it in 13 quarters since. The position peaked at $355K in Q3 2021. 552 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Halbert Hargrove Global Advisors held 100 shares of State Street Financial Select Sector SPDR ETF worth $5.36K as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #337 holding.
  • Halbert Hargrove Global Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 13 quarters since.
  • Halbert Hargrove Global Advisors's State Street Financial Select Sector SPDR ETF position peaked at $355K in Q3 2021.
  • 552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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