First Foundation Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,620	Closed	-$360K	–	443
2023 Q1	$360K	Sell	9,620 -481	-5%	-$18.5K	0.02%	272
2022 Q4	$373K	Buy	10,101 +3	+0%	+$111	0.02%	281
2022 Q3	$364K	Hold	10,098	–	–	0.02%	268
2022 Q2	$413K	Buy	+10,098	New	+$450K	0.02%	269

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Foundation Advisors's XLRE Position: Q2 2023 in Review

First Foundation Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2023, closing a stake of 9,620 shares — an estimated $360K sold.

First Foundation Advisors first reported a position in XLRE in Q2 2022 and held it in 4 quarters. The position peaked at $413K in Q2 2022. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

First Foundation Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
First Foundation Advisors sold 9,620 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $360K.
First Foundation Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and held it in 4 quarters.
First Foundation Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $413K in Q2 2022.
592 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2023.

Based on First Foundation Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.