First Foundation Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

First Foundation Advisors’s Portfolio SPDW Stock Details SPDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-12,382	Closed	-$362K	–	423
2020 Q3	$362K	Hold	12,382	–	–	0.02%	266
2020 Q2	$342K	Hold	12,382	–	–	0.02%	262
2020 Q1	$296K	Hold	12,382	–	–	0.02%	280
2019 Q4	$388K	Hold	12,382	–	–	0.02%	268
2019 Q3	$364K	Hold	12,382	–	–	0.02%	261
2019 Q2	$366K	Hold	12,382	–	–	0.02%	251
2019 Q1	$362K	Sell	12,382 -91,488	-88%	-$2.61M	0.02%	244
2018 Q4	$2.75M	Buy	+103,870	New	+$2.93M	0.17%	88

Other funds holding SPDW

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return