First Foundation Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-6,237
Closed -$382K 364
2026
Q1
$382K Buy
+6,237
New +$335K 0.02% 269
2025
Q2
Sell
-5,018
Closed -$234K 353
2025
Q1
$234K Sell
5,018
-200
-4% -$9.02K 0.01% 302
2024
Q4
$223K Sell
5,218
-612
-10% -$27.8K 0.01% 318
2024
Q3
$256K Sell
5,830
-2,516
-30% -$112K 0.01% 303
2024
Q2
$380K Sell
8,346
-500
-6% -$23.3K 0.01% 252
2024
Q1
$418K Buy
8,846
+218
+3% +$9.36K 0.02% 242
2023
Q4
$362K Sell
8,628
-1,748
-17% -$74.7K 0.02% 263
2023
Q3
$469K Buy
10,376
+5,120
+97% +$224K 0.02% 254
2023
Q2
$213K Sell
5,256
-2,384
-31% -$97.1K 0.01% 377
2023
Q1
$316K Sell
7,640
-1,676
-18% -$71.7K 0.01% 291
2022
Q4
$407K Buy
9,316
+570
+7% +$24.8K 0.02% 272
2022
Q3
$315K Sell
8,746
-6,336
-42% -$240K 0.02% 285
2022
Q2
$539K Buy
15,082
+3,430
+29% +$138K 0.02% 242
2022
Q1
$445K Buy
+11,652
New +$404K 0.02% 274

Other funds holding XLE

First Foundation Advisors's XLE Position: Q2 2026 in Review

First Foundation Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026, closing a stake of 6,237 shares — an estimated $382K sold.

First Foundation Advisors first reported a position in XLE in Q1 2022 and held it in 14 quarters. The position peaked at $539K in Q2 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • First Foundation Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • First Foundation Advisors sold 6,237 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $382K.
  • First Foundation Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and held it in 14 quarters.
  • First Foundation Advisors's State Street Energy Select Sector SPDR ETF position peaked at $539K in Q2 2022.
  • 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.