Halbert Hargrove Global Advisors
XLF icon

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
Q3 		– Sell
-100
Closed -$5.36K – 706
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

BSN Capital Partners
BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

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

Halbert Hargrove Global Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2026, closing a stake of 100 shares — an estimated $5.36K sold.

Halbert Hargrove Global Advisors first reported a position in XLF in Q1 2021 and held it in 13 quarters. The position peaked at $355K in Q3 2021. 852 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 100 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $5.36K.
  • Halbert Hargrove Global Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 13 quarters.
  • Halbert Hargrove Global Advisors's State Street Financial Select Sector SPDR ETF position peaked at $355K in Q3 2021.
  • 852 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

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