Halbert Hargrove Global Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Halbert Hargrove Global Advisors, LLC

  • $2.02 Billion
  • Q3 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 1,583,808 shares of SPDW stock, worth $68.5 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares
1,583,808
Previous 1,565,077 1.2%
Holding current value
$68.5 Million
Previous $63.4 Million 6.95%
% of portfolio
3.35%
Previous 3.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$39.8 - $42.86 $745,493 - $802,810
18,731 Added 1.2%
1,583,808 $67.8 Million
Q2 2025

Jul 17, 2025
BUY
$32.66 - $40.75 $51.1 Million - $63.8 Million
1,565,077 New
1,565,077 $63.4 Million

Others Institutions Holding SPDW

# of Institutions
1,159
Shares Held
579M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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