First Foundation Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-32,295
Closed -$877K 377
2018
Q4
$877K Buy
+32,295
New +$877K 0.06% 198
2018
Q1
Sell
-44,689
Closed -$1.37M 351
2017
Q4
$1.37M Buy
+44,689
New +$1.37M 0.07% 148