Halbert Hargrove Global Advisors, LLC Industrial Sector Spdr Transaction History

Halbert Hargrove Global Advisors, LLC

$2.02 Billion
Q3 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 1,800 shares of XLI stock, worth $273,618. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,800

Previous 1,793 0.39%

Holding current value

$273,618

Previous $264,000 4.92%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$147.94 - $154.99 $1,035 - $1,084	7 Added 0.39%	1,800 $277,000
Q2 2025 Jul 17, 2025	BUY	$116.42 - $147.52 $1,164 - $1,475	10 Added 0.56%	1,793 $264,000
Q1 2025 Apr 17, 2025	BUY	$128.78 - $141.67 $643 - $708	5 Added 0.28%	1,788 $232,000
Q4 2024 Jul 17, 2025	SELL	$131.76 - $143.99 $658 - $719	-5 Reduced 0.28%	1,783 $234,000
Q4 2024 Feb 05, 2025	BUY	$131.76 - $143.99 $1,054 - $1,151	8 Added 0.45%	1,783 $234,000

Q3 2024 Oct 16, 2024	BUY	$120.56 - $135.44 $213,994 - $240,406	1,775 New	1,775 $240,000
Q1 2024 Apr 17, 2024	BUY	$110.23 - $125.96 $176,808 - $202,039	1,604 New	1,604 $202,000

Others Institutions Holding XLI

# of Institutions

1,656

Shares Held

141M

Call Options Held

36.2M

Put Options Held

33.3M

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About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Halbert Hargrove Global Advisors, LLC Industrial Sector Spdr Transaction History