Halbert Hargrove Global Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Halbert Hargrove Global Advisors, LLC

  • $1.89 Billion
  • Q2 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 1,626 shares of XLY stock, worth $363,345. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,626
Previous 1,619 0.43%
Holding current value
$363,345
Previous $363,000 2.75%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$176.34 - $218.59 $1,234 - $1,530
7 Added 0.43%
1,626 $353,000
Q1 2025

Apr 17, 2025
BUY
$192.6 - $233.2 $770 - $932
4 Added 0.25%
1,623 $319,000
Q4 2024

Jul 17, 2025
SELL
$194.8 - $239.43 $779 - $957
-4 Reduced 0.25%
1,619 $363,000
Q4 2024

Feb 05, 2025
BUY
$194.8 - $239.43 $584 - $718
3 Added 0.19%
1,619 $363,000
Q3 2024

Oct 16, 2024
BUY
$170.05 - $200.86 $4,081 - $4,820
24 Added 1.51%
1,616 $323,000
Q2 2024

Jul 26, 2024
BUY
$169.76 - $184.45 $9,167 - $9,960
54 Added 3.51%
1,592 $290,000
Q1 2024

Apr 17, 2024
BUY
$170.9 - $185.02 $512 - $555
3 Added 0.2%
1,538 $282,000
Q4 2023

Jan 23, 2024
BUY
$148.04 - $181.41 $444 - $544
3 Added 0.2%
1,535 $274,000
Q3 2023

Oct 13, 2023
BUY
$158.36 - $176.97 $316 - $353
2 Added 0.13%
1,532 $246,000
Q2 2023

Aug 14, 2023
BUY
$143.54 - $169.81 $430 - $509
3 Added 0.2%
1,530 $259,000
Q1 2023

Apr 25, 2023
SELL
$128.39 - $156.16 $16,819 - $20,456
-131 Reduced 7.9%
1,527 $228,000
Q4 2022

Jan 25, 2023
BUY
$126.26 - $147.57 $15,277 - $17,855
121 Added 7.87%
1,658 $0
Q3 2022

Oct 24, 2022
BUY
$140.01 - $172.97 $3,080 - $3,805
22 Added 1.45%
1,537 $219,000
Q2 2022

Aug 05, 2022
BUY
$134.63 - $189.39 $538 - $757
4 Added 0.26%
1,515 $208,000
Q1 2022

May 13, 2022
BUY
$163.19 - $210.31 $326 - $420
2 Added 0.13%
1,511 $280,000
Q4 2021

Feb 14, 2022
SELL
$179.37 - $211.42 $23,856 - $28,118
-133 Reduced 8.1%
1,509 $309,000
Q3 2021

Oct 29, 2021
BUY
$175.93 - $185.89 $24,102 - $25,466
137 Added 9.1%
1,642 $294,000
Q2 2021

Jul 29, 2021
BUY
$166.65 - $179.87 $499 - $539
3 Added 0.2%
1,505 $269,000
Q1 2021

May 06, 2021
BUY
$155.83 - $173.21 $234,056 - $260,161
1,502 New
1,502 $253,000

Others Institutions Holding XLY

# of Institutions
1,433
Shares Held
115M
Call Options Held
6.96M
Put Options Held
15.9M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Halbert Hargrove Global Advisors, LLC Portfolio

Follow Halbert Hargrove Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email