Halbert Hargrove Global Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $390K | Buy |
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|
2025
Q2 | $353K | Buy |
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|
2025
Q1 | $320K | Buy |
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|
2024
Q4 | $363K | Buy |
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|
2024
Q3 | $324K | Buy |
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|
2024
Q2 | $290K | Buy |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $280K | Buy |
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|
2021
Q4 | $309K | Sell |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $269K | Buy |
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|
2021
Q1 | $253K | Buy |
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