First Foundation Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Buy |
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|
2025
Q1 | $609K | Sell |
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|
2024
Q4 | $656K | Buy |
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|
2024
Q3 | $670K | Buy |
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|
2024
Q2 | $554K | Hold |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $499K | Hold |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $502K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $214K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $206K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $416K | Sell |
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|
2017
Q4 | $521K | Buy |
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|
2017
Q3 | $472K | Buy |
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|
2017
Q2 | $419K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $480K | Buy |
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