Halbert Hargrove Global Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$116K	Buy	730 +530	+265%	+$78.8K	0.01%	144
2026 Q1	$29.3K	Hold	200	–	–	﹤0.01%	223
2025 Q4	$31K	Hold	200	–	–	﹤0.01%	224
2025 Q3	$27.8K	Buy	+200	New	+$27.1K	﹤0.01%	221

Other funds holding XLV

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

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Halbert Hargrove Global Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 265% in Q2 2026, buying an estimated $78.8K and bringing the position to 730 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #144.

Halbert Hargrove Global Advisors first reported a position in XLV in Q3 2025 and has held it in 4 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Halbert Hargrove Global Advisors held 730 shares of State Street Health Care Select Sector SPDR ETF worth $116K as of Q2 2026.
Halbert Hargrove Global Advisors bought 530 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $78.8K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #144 holding.
Halbert Hargrove Global Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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