Halbert Hargrove Global Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$384K	Buy	3,276 +6	+0.2%	+$700	0.02%	79
2026 Q1	$356K	Buy	3,270 +6	+0.2%	+$701	0.02%	72
2025 Q4	$390K	Buy	3,264 +6	+0.2%	+$711	0.02%	73
2025 Q3	$390K	Buy	3,258 +6	+0.2%	+$687	0.02%	72
2025 Q2	$353K	Buy	3,252 +6	+0.2%	+$614	0.02%	66
2025 Q1	$320K	Buy	3,246 +8	+0.2%	+$868	0.02%	67
2024 Q4	$363K	Buy	3,238 +6	+0.2%	+$642	0.02%	68
2024 Q3	$324K	Buy	3,232 +48	+2%	+$4.49K	0.02%	72
2024 Q2	$290K	Buy	3,184 +108	+4%	+$9.6K	0.02%	75
2024 Q1	$283K	Buy	3,076 +6	+0.2%	+$534	0.02%	85
2023 Q4	$275K	Buy	3,070 +6	+0.2%	+$497	0.02%	81
2023 Q3	$247K	Buy	3,064 +4	+0.1%	+$338	0.02%	81
2023 Q2	$260K	Buy	3,060 +6	+0.2%	+$459	0.02%	76
2023 Q1	$228K	Sell	3,054 -262	-8%	-$18.8K	0.02%	146
2022 Q4	$214K	Buy	3,316 +242	+8%	+$16.9K	0.02%	148
2022 Q3	$219K	Buy	3,074 +44	+1%	+$3.44K	0.02%	141
2022 Q2	$208K	Buy	3,030 +8	+0.3%	+$630	0.02%	143
2022 Q1	$280K	Buy	3,022 +4	+0.1%	+$366	0.02%	123
2021 Q4	$309K	Sell	3,018 -266	-8%	-$26.5K	0.02%	112
2021 Q3	$294K	Buy	3,284 +274	+9%	+$24.9K	0.02%	105
2021 Q2	$269K	Buy	3,010 +6	+0.2%	+$523	0.02%	119
2021 Q1	$253K	Buy	+3,004	New	+$250K	0.02%	108

Other funds holding XLY

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

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

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

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

MIFH

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Halbert Hargrove Global Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.18% in Q2 2026, buying an estimated $700 and bringing the position to 3,276 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #79.

Halbert Hargrove Global Advisors first reported a position in XLY in Q1 2021 and has held it in 22 quarters since. The position peaked at $390K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Halbert Hargrove Global Advisors held 3,276 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $384K as of Q2 2026.
Halbert Hargrove Global Advisors bought 6 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $700.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #79 holding.
Halbert Hargrove Global Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Halbert Hargrove Global Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $390K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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