FFA
First Foundation Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
1,600
| – | – | 0.01% | 315 |
|
|
2025
Q1 | $217K | Hold |
1,600
| – | – | 0.01% | 311 |
|
|
2024
Q4 | $211K | Hold |
1,600
| – | – | 0.01% | 323 |
|
|
2024
Q3 | $227K | Hold |
1,600
| – | – | 0.01% | 323 |
|
|
2024
Q2 | $203K | Hold |
1,600
| – | – | 0.01% | 327 |
|
|
2024
Q1 | $210K | Sell |
1,600
-1,125
| -41% | -$148K | 0.01% | 326 |
|
|
2023
Q4 | $341K | Hold |
2,725
| – | – | 0.02% | 274 |
|
|
2023
Q3 | $313K | Hold |
2,725
| – | – | 0.01% | 321 |
|
|
2023
Q2 | $334K | Hold |
2,725
| – | – | 0.01% | 297 |
|
|
2023
Q1 | $337K | Hold |
2,725
| – | – | 0.02% | 281 |
|
|
2022
Q4 | $341K | Sell |
2,725
-225
| -8% | -$28.2K | 0.02% | 290 |
|
|
2022
Q3 | $329K | Buy |
2,950
+550
| +23% | +$61.3K | 0.02% | 278 |
|
|
2022
Q2 | $285K | Sell |
2,400
-82
| -3% | -$9.74K | 0.01% | 319 |
|
|
2022
Q1 | $318K | Buy |
2,482
+225
| +10% | +$28.8K | 0.01% | 327 |
|
|
2021
Q4 | $291K | Buy |
2,257
+82
| +4% | +$10.6K | 0.01% | 348 |
|
|
2021
Q3 | $256K | Sell |
2,175
-500
| -19% | -$58.9K | 0.01% | 372 |
|
|
2021
Q2 | $327K | Hold |
2,675
| – | – | 0.01% | 350 |
|
|
2021
Q1 | $316K | Hold |
2,675
| – | – | 0.01% | 331 |
|
|
2020
Q4 | $283K | Sell |
2,675
-320
| -11% | -$33.9K | 0.01% | 345 |
|
|
2020
Q3 | $277K | Hold |
2,995
| – | – | 0.01% | 304 |
|
|
2020
Q2 | $273K | Buy |
2,995
+252
| +9% | +$23K | 0.01% | 293 |
|
|
2020
Q1 | $219K | Buy |
2,743
+323
| +13% | +$25.8K | 0.01% | 311 |
|
|
2019
Q4 | $260K | Buy |
2,420
+2
| +0.1% | +$215 | 0.01% | 308 |
|
|
2019
Q3 | $248K | Buy |
2,418
+302
| +14% | +$31K | 0.01% | 312 |
|
|
2019
Q2 | $213K | Hold |
2,116
| – | – | 0.01% | 316 |
|
|
2019
Q1 | $210K | Buy |
+2,116
| New | +$210K | 0.01% | 307 |
|
|
2016
Q3 | – | Sell |
-3,792
| Closed | -$318K | – | 316 |
|
|
2016
Q2 | $318K | Buy |
3,792
+192
| +5% | +$16.1K | 0.02% | 236 |
|
|
2016
Q1 | $288K | Sell |
3,600
-545
| -13% | -$43.6K | 0.02% | 236 |
|
|
2015
Q4 | $305K | Buy |
+4,145
| New | +$305K | 0.02% | 223 |
|
|
2015
Q3 | – | Sell |
-3,023
| Closed | -$230K | – | 254 |
|
|
2015
Q2 | $230K | Sell |
3,023
-3,000
| -50% | -$228K | 0.02% | 201 |
|
|
2015
Q1 | $471K | Buy |
6,023
+3,381
| +128% | +$264K | 0.04% | 152 |
|
|
2014
Q4 | $208K | Buy |
+2,642
| New | +$208K | 0.02% | 216 |
|