FFA
First Foundation Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
2,561
| – | – | 0.01% | 319 |
|
|
2025
Q1 | $209K | Sell |
2,561
-700
| -21% | -$57.2K | 0.01% | 314 |
|
|
2024
Q4 | $256K | Buy |
3,261
+800
| +33% | +$62.9K | 0.01% | 300 |
|
|
2024
Q3 | $204K | Buy |
+2,461
| New | +$204K | 0.01% | 334 |
|
|
2024
Q2 | – | Sell |
-3,415
| Closed | -$261K | – | 451 |
|
|
2024
Q1 | $261K | Buy |
3,415
+60
| +2% | +$4.58K | 0.01% | 301 |
|
|
2023
Q4 | $242K | Buy |
+3,355
| New | +$242K | 0.01% | 310 |
|
|
2022
Q1 | – | Sell |
-2,600
| Closed | -$200K | – | 461 |
|
|
2021
Q4 | $200K | Buy |
+2,600
| New | +$200K | 0.01% | 419 |
|
|
2020
Q1 | – | Sell |
-4,672
| Closed | -$294K | – | 374 |
|
|
2019
Q4 | $294K | Buy |
4,672
+172
| +4% | +$10.8K | 0.01% | 293 |
|
|
2019
Q3 | $276K | Buy |
4,500
+474
| +12% | +$29.1K | 0.01% | 296 |
|
|
2019
Q2 | $234K | Sell |
4,026
-317
| -7% | -$18.4K | 0.01% | 308 |
|
|
2019
Q1 | $244K | Sell |
4,343
-16,309
| -79% | -$916K | 0.01% | 292 |
|
|
2018
Q4 | $1.05M | Buy |
+20,652
| New | +$1.05M | 0.07% | 178 |
|
|
2013
Q4 | – | Sell |
-8,734
| Closed | -$348K | – | 210 |
|
|
2013
Q3 | $348K | Buy |
8,734
+2,204
| +34% | +$87.8K | 0.05% | 125 |
|
|
2013
Q2 | $259K | Buy |
+6,530
| New | +$259K | 0.05% | 108 |
|