HHGA
Halbert Hargrove Global Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
1,793
+5
| +0.3% | +$738 | 0.01% | 65 |
|
|
2025
Q1 | $234K | Buy |
1,788
+5
| +0.3% | +$655 | 0.01% | 67 |
|
|
2024
Q4 | $235K | Buy |
1,783
+8
| +0.5% | +$1.05K | 0.01% | 69 |
|
|
2024
Q3 | $240K | Buy |
+1,775
| New | +$240K | 0.01% | 68 |
|
|
2024
Q2 | – | Sell |
-1,604
| Closed | -$202K | – | 88 |
|
|
2024
Q1 | $202K | Buy |
+1,604
| New | +$202K | 0.01% | 83 |
|