First Foundation Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$927K	Buy	5,003 +337	+7%	+$58.6K	0.03%	188
2026 Q1	$755K	Sell	4,666 -618	-12%	-$104K	0.03%	197
2025 Q4	$820K	Buy	5,284 +203	+4%	+$31.2K	0.03%	188
2025 Q3	$784K	Sell	5,081 -69	-1%	-$10.5K	0.03%	194
2025 Q2	$760K	Buy	5,150 +502	+11%	+$68.5K	0.03%	207
2025 Q1	$609K	Sell	4,648 -332	-7%	-$44.9K	0.02%	208
2024 Q4	$656K	Buy	4,980 +32	+0.6%	+$4.41K	0.02%	207
2024 Q3	$670K	Buy	4,948 +400	+9%	+$50.8K	0.03%	207
2024 Q2	$554K	Hold	4,548	–	–	0.02%	215
2024 Q1	$573K	Buy	4,548 +172	+4%	+$20.2K	0.02%	211
2023 Q4	$499K	Hold	4,376	–	–	0.02%	229
2023 Q3	$444K	Sell	4,376 -301	-6%	-$32.2K	0.02%	266
2023 Q2	$502K	Buy	+4,677	New	+$471K	0.02%	247
2021 Q3	–	Sell	-2,091	Closed	-$214K	–	475
2021 Q2	$214K	Buy	+2,091	New	+$214K	0.01%	419
2019 Q3	–	Sell	-2,659	Closed	-$206K	–	372
2019 Q2	$206K	Buy	+2,659	New	+$202K	0.01%	322
2018 Q2	–	Sell	-5,593	Closed	-$416K	–	353
2018 Q1	$416K	Sell	5,593 -1,286	-19%	-$99.1K	0.02%	230
2017 Q4	$521K	Buy	6,879 +228	+3%	+$16.6K	0.03%	225
2017 Q3	$472K	Buy	6,651 +500	+8%	+$34.4K	0.03%	210
2017 Q2	$419K	Buy	+6,151	New	+$411K	0.02%	219
2016 Q1	–	Sell	-9,052	Closed	-$480K	–	328
2015 Q4	$480K	Buy	+9,052	New	+$486K	0.03%	181

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

First Foundation Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.2% in Q2 2026, buying an estimated $58.6K and bringing the position to 5,003 shares worth $927K. The position accounts for 0.03% of the portfolio, ranked #188.

First Foundation Advisors first reported a position in XLI in Q4 2015 and has held it in 20 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

First Foundation Advisors held 5,003 shares of State Street Industrial Select Sector SPDR ETF worth $927K as of Q2 2026.
First Foundation Advisors bought 337 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $58.6K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of First Foundation Advisors's portfolio in Q2 2026, its #188 holding.
First Foundation Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and has held it in 20 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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