Halbert Hargrove Global Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$269K	Buy	1,414 +850	+151%	+$145K	0.01%	92
2026 Q1	$75K	Hold	564	–	–	﹤0.01%	163
2025 Q4	$81.2K	Hold	564	–	–	﹤0.01%	157
2025 Q3	$79.5K	Hold	564	–	–	﹤0.01%	155
2025 Q2	$71.4K	Sell	564 -22	-4%	-$2.44K	﹤0.01%	131
2025 Q1	$60.5K	Hold	586	–	–	﹤0.01%	143
2024 Q4	$68.1K	Buy	+586	New	+$68.2K	﹤0.01%	132

Other funds holding XLK

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Halbert Hargrove Global Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 151% in Q2 2026, buying an estimated $145K and bringing the position to 1,414 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #92.

Halbert Hargrove Global Advisors first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Halbert Hargrove Global Advisors held 1,414 shares of State Street Technology Select Sector SPDR ETF worth $269K as of Q2 2026.
Halbert Hargrove Global Advisors bought 850 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $145K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #92 holding.
Halbert Hargrove Global Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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