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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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