The Leona M. & Harry B. Helmsley Charitable Trust has filed its latest 13F-HR report, revealing a significant investment portfolio valued at over $215 million as of June 30, 2026. This filing, submitted on October 20, 2026, highlights the trust's strategic focus on exchange-traded funds (ETFs), specifically the State Street SPDR S&P 500 ETF and the iShares MSCI EAFE ETF.
The Helmsley Charitable Trust, based in New York, is known for its philanthropic efforts and investment strategies. The trust operates under the Central Index Key (CIK) 0001665901 and has a fiscal year ending on March 31. Its recent filings include multiple 13F-HR submissions on the same day, indicating an active management approach to its investment portfolio.
According to the filing, the trust holds 273,764 shares of the State Street SPDR S&P 500 ETF, valued at approximately $204 million. Additionally, it has invested in the iShares MSCI EAFE ETF, holding 101,851 shares valued at about $10.6 million. Both investments reflect a trend towards passive investment strategies that are becoming increasingly popular among institutional investors.
This filing may affect various stakeholders, including beneficiaries of the trust, who rely on its investment performance to support charitable initiatives. The trust's focus on ETFs may also influence other charitable organizations and trusts considering similar investment strategies.
The filing does not specify what actions will follow, but the trust's continued focus on diversified holdings suggests a commitment to maintaining a robust investment strategy.