First Foundation Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Buy	5,669 +611	+12%	+$104K	0.04%	175
2026 Q1	$672K	Sell	5,058 -168	-3%	-$23.7K	0.03%	207
2025 Q4	$752K	Hold	5,226	–	–	0.03%	193
2025 Q3	$737K	Hold	5,226	–	–	0.03%	200
2025 Q2	$662K	Buy	5,226 +20	+0.4%	+$2.22K	0.02%	221
2025 Q1	$537K	Sell	5,206 -58	-1%	-$6.58K	0.02%	220
2024 Q4	$612K	Sell	5,264 -400	-7%	-$46.5K	0.02%	213
2024 Q3	$639K	Sell	5,664 -434	-7%	-$47.6K	0.02%	212
2024 Q2	$690K	Buy	6,098 +300	+5%	+$31.6K	0.03%	196
2024 Q1	$604K	Sell	5,798 -88	-1%	-$8.9K	0.02%	207
2023 Q4	$566K	Buy	5,886 +606	+11%	+$53.9K	0.03%	216
2023 Q3	$433K	Sell	5,280 -216	-4%	-$18.5K	0.02%	271
2023 Q2	$478K	Sell	5,496 -3,968	-42%	-$313K	0.02%	256
2023 Q1	$715K	Sell	9,464 -816	-8%	-$56.2K	0.03%	202
2022 Q4	$640K	Buy	10,280 +2,064	+25%	+$131K	0.03%	223
2022 Q3	$488K	Hold	8,216	–	–	0.02%	237
2022 Q2	$522K	Buy	8,216 +1,248	+18%	+$86.9K	0.02%	246
2022 Q1	$554K	Sell	6,968 -1,434	-17%	-$113K	0.02%	247
2021 Q4	$730K	Buy	8,402 +780	+10%	+$64.2K	0.03%	227
2021 Q3	$569K	Buy	7,622 +300	+4%	+$23.1K	0.02%	259
2021 Q2	$541K	Hold	7,322	–	–	0.02%	274
2021 Q1	$486K	Sell	7,322 -636	-8%	-$42K	0.02%	269
2020 Q4	$517K	Buy	7,958 +112	+1%	+$6.82K	0.02%	258
2020 Q3	$458K	Buy	7,846 +524	+7%	+$29.6K	0.02%	246
2020 Q2	$383K	Buy	+7,322	New	+$344K	0.02%	253
2020 Q1	–	Sell	-4,468	Closed	-$205K	–	373
2019 Q4	$205K	Buy	+4,468	New	+$191K	0.01%	331
2014 Q3	–	Sell	-11,108	Closed	-$213K	–	257
2014 Q2	$213K	Hold	11,108	–	–	0.02%	205
2014 Q1	$202K	Sell	11,108 -11,540	-51%	-$206K	0.03%	175
2013 Q4	$405K	Buy	+22,648	New	+$384K	0.05%	120

Other funds holding XLK

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

First Foundation Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q2 2026, buying an estimated $104K and bringing the position to 5,669 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #175.

First Foundation Advisors first reported a position in XLK in Q4 2013 and has held it in 29 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

First Foundation Advisors held 5,669 shares of State Street Technology Select Sector SPDR ETF worth $1.08M as of Q2 2026.
First Foundation Advisors bought 611 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $104K.
State Street Technology Select Sector SPDR ETF made up 0.04% of First Foundation Advisors's portfolio in Q2 2026, its #175 holding.
First Foundation Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 29 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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