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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Foundation Advisors's XLF Position: Q1 2026 in Review

First Foundation Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q1 2026, selling an estimated $97.8K and leaving 8,955 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #256.

First Foundation Advisors first reported a position in XLF in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.27M in Q4 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

First Foundation Advisors held 8,955 shares of State Street Financial Select Sector SPDR ETF worth $442K as of Q1 2026.
First Foundation Advisors sold 1,877 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $97.8K.
State Street Financial Select Sector SPDR ETF made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #256 holding.
First Foundation Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 28 quarters since.
First Foundation Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.27M in Q4 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.