Halbert Hargrove Global Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Halbert Hargrove Global Advisors, LLC
- $2.02 Billion
- Q3 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 1,629 shares of XLY stock, worth $376,119. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,629
Previous 1,626
0.18%
Holding current value
$376,119
Previous $353,000
10.48%
% of portfolio
0.02%
Previous 0.02%
Shares
20 transactions
Others Institutions Holding XLY
# of Institutions
1,498Shares Held
89.2MCall Options Held
5.17MPut Options Held
12.2M-
Bank Of America Corp Charlotte, NC19.8MShares$4.57 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY7.36MShares$1.7 Billion0.12% of portfolio
-
Morgan Stanley New York, NY3.55MShares$820 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.67MShares$617 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.65MShares$613 Million0.2% of portfolio