First Foundation Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$213K	Sell	2,566 -150	-6%	-$12.5K	0.01%	338
2026 Q1	$223K	Buy	+2,716	New	+$229K	0.01%	318
2025 Q4	–	Sell	-2,561	Closed	-$201K	–	353
2025 Q3	$201K	Hold	2,561	–	–	0.01%	320
2025 Q2	$207K	Hold	2,561	–	–	0.01%	320
2025 Q1	$209K	Sell	2,561 -700	-21%	-$55.9K	0.01%	315
2024 Q4	$256K	Buy	3,261 +800	+33%	+$65K	0.01%	300
2024 Q3	$204K	Buy	+2,461	New	+$198K	0.01%	334
2024 Q2	–	Sell	-3,415	Closed	-$261K	–	451
2024 Q1	$261K	Buy	3,415 +60	+2%	+$4.44K	0.01%	301
2023 Q4	$242K	Buy	+3,355	New	+$232K	0.01%	310
2022 Q1	–	Sell	-2,600	Closed	-$200K	–	461
2021 Q4	$200K	Buy	+2,600	New	+$188K	0.01%	419
2020 Q1	–	Sell	-4,672	Closed	-$294K	–	374
2019 Q4	$294K	Buy	4,672 +172	+4%	+$10.6K	0.01%	293
2019 Q3	$276K	Buy	4,500 +474	+12%	+$28.5K	0.01%	296
2019 Q2	$234K	Sell	4,026 -317	-7%	-$18.1K	0.01%	308
2019 Q1	$244K	Sell	4,343 -16,309	-79%	-$872K	0.01%	292
2018 Q4	$1.05M	Buy	+20,652	New	+$1.12M	0.07%	178
2013 Q4	–	Sell	-8,734	Closed	-$348K	–	210
2013 Q3	$348K	Buy	8,734 +2,204	+34%	+$89.8K	0.05%	125
2013 Q2	$259K	Buy	+6,530	New	+$266K	0.05%	108

Other funds holding XLP

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

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

First Foundation Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.5% in Q2 2026, selling an estimated $12.5K and leaving 2,566 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #338.

First Foundation Advisors first reported a position in XLP in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.05M in Q4 2018. 1,239 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

First Foundation Advisors held 2,566 shares of State Street Consumer Staples Select Sector SPDR ETF worth $213K as of Q2 2026.
First Foundation Advisors sold 150 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $12.5K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #338 holding.
First Foundation Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 17 quarters since.
First Foundation Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.05M in Q4 2018.
1,239 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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