First Foundation Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$587K Buy
10,953
+1,998
+22% +$104K 0.02% 227
2026
Q1
$442K Sell
8,955
-1,877
-17% -$97.8K 0.02% 256
2025
Q4
$593K Sell
10,832
-2,929
-21% -$156K 0.02% 215
2025
Q3
$741K Sell
13,761
-6,819
-33% -$361K 0.03% 198
2025
Q2
$1.08M Buy
20,580
+11
+0.1% +$544 0.04% 181
2025
Q1
$1.02M Sell
20,569
-5,607
-21% -$281K 0.04% 163
2024
Q4
$1.27M Sell
26,176
-1,544
-6% -$74.7K 0.05% 155
2024
Q3
$1.26M Buy
27,720
+1,389
+5% +$60.6K 0.05% 157
2024
Q2
$1.08M Sell
26,331
-1,832
-7% -$75.4K 0.04% 159
2024
Q1
$1.19M Buy
28,163
+46
+0.2% +$1.82K 0.05% 160
2023
Q4
$1.06M Buy
28,117
+460
+2% +$15.9K 0.05% 170
2023
Q3
$917K Buy
27,657
+26
+0.1% +$896 0.04% 180
2023
Q2
$931K Buy
27,631
+1,602
+6% +$52.3K 0.04% 183
2023
Q1
$837K Buy
26,029
+1,370
+6% +$47.6K 0.04% 184
2022
Q4
$843K Buy
24,659
+5
+0% +$169 0.04% 195
2022
Q3
$748K Sell
24,654
-1,570
-6% -$51.9K 0.04% 194
2022
Q2
$825K Sell
26,224
-5,570
-18% -$193K 0.04% 191
2022
Q1
$1.22M Buy
31,794
+7,124
+29% +$278K 0.04% 175
2021
Q4
$963K Buy
24,670
+427
+2% +$16.8K 0.03% 203
2021
Q3
$910K Buy
24,243
+595
+3% +$22.3K 0.03% 206
2021
Q2
$868K Hold
23,648
0.03% 217
2021
Q1
$805K Sell
23,648
-1,919
-8% -$61.6K 0.03% 228
2020
Q4
$754K Buy
25,567
+2,364
+10% +$63.2K 0.03% 222
2020
Q3
$558K Sell
23,203
-2,966
-11% -$72.1K 0.03% 225
2020
Q2
$606K Buy
26,169
+1,529
+6% +$34.7K 0.03% 209
2020
Q1
$513K Buy
24,640
+12,010
+95% +$331K 0.03% 222
2019
Q4
$389K Buy
12,630
+4,784
+61% +$140K 0.02% 267
2019
Q3
$220K Buy
+7,846
New +$217K 0.01% 328
2018
Q3
Sell
-10,400
Closed -$277K 371
2018
Q2
$277K Buy
+10,400
New +$287K 0.02% 274

Other funds holding XLF

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

First Foundation Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 22% in Q2 2026, buying an estimated $104K and bringing the position to 10,953 shares worth $587K. The position accounts for 0.02% of the portfolio, ranked #227.

First Foundation Advisors first reported a position in XLF in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.27M in Q4 2024. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • First Foundation Advisors held 10,953 shares of State Street Financial Select Sector SPDR ETF worth $587K as of Q2 2026.
  • First Foundation Advisors bought 1,998 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $104K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #227 holding.
  • First Foundation Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 29 quarters since.
  • First Foundation Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.27M in Q4 2024.
  • 1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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