First Foundation Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $741K | Sell |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $917K | Buy |
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|
2023
Q2 | $931K | Buy |
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|
2023
Q1 | $837K | Buy |
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|
2022
Q4 | $843K | Buy |
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|
2022
Q3 | $748K | Sell |
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|
2022
Q2 | $825K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $963K | Buy |
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|
2021
Q3 | $910K | Buy |
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|
2021
Q2 | $868K | Hold |
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|
2021
Q1 | $805K | Sell |
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|
2020
Q4 | $754K | Buy |
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|
2020
Q3 | $558K | Sell |
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|
2020
Q2 | $606K | Buy |
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|
2020
Q1 | $513K | Buy |
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|
2019
Q4 | $389K | Buy |
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|
2019
Q3 | $220K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $277K | Buy |
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