First Foundation Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Buy |
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|
2025
Q1 | $537K | Sell |
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|
2024
Q4 | $612K | Sell |
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|
2024
Q3 | $639K | Sell |
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|
2024
Q2 | $690K | Buy |
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|
2024
Q1 | $604K | Sell |
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|
2023
Q4 | $566K | Buy |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $715K | Sell |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q3 | $488K | Hold |
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|
2022
Q2 | $522K | Buy |
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|
2022
Q1 | $554K | Sell |
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|
2021
Q4 | $730K | Buy |
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|
2021
Q3 | $569K | Buy |
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|
2021
Q2 | $541K | Hold |
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|
2021
Q1 | $486K | Sell |
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|
2020
Q4 | $517K | Buy |
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|
2020
Q3 | $458K | Buy |
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|
2020
Q2 | $383K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $213K | Hold |
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|
2014
Q1 | $202K | Sell |
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|
2013
Q4 | $405K | Buy |
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