Halbert Hargrove Global Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$336K	Buy	1,814 +4	+0.2%	+$695	0.01%	83
2026 Q1	$293K	Buy	1,810 +5	+0.3%	+$839	0.01%	80
2025 Q4	$280K	Buy	1,805 +5	+0.3%	+$769	0.01%	80
2025 Q3	$278K	Buy	1,800 +7	+0.4%	+$1.06K	0.01%	87
2025 Q2	$265K	Buy	1,793 +5	+0.3%	+$682	0.01%	77
2025 Q1	$234K	Buy	1,788 +5	+0.3%	+$676	0.01%	79
2024 Q4	$235K	Buy	1,783 +8	+0.5%	+$1.1K	0.01%	82
2024 Q3	$240K	Buy	+1,775	New	+$226K	0.01%	81
2024 Q2	–	Sell	-1,604	Closed	-$202K	–	103
2024 Q1	$202K	Buy	+1,604	New	+$189K	0.01%	97

Other funds holding XLI

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Halbert Hargrove Global Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.22% in Q2 2026, buying an estimated $695 and bringing the position to 1,814 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #83.

Halbert Hargrove Global Advisors first reported a position in XLI in Q1 2024 and has held it in 9 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Halbert Hargrove Global Advisors held 1,814 shares of State Street Industrial Select Sector SPDR ETF worth $336K as of Q2 2026.
Halbert Hargrove Global Advisors bought 4 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $695.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #83 holding.
Halbert Hargrove Global Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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