First Foundation Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,051	Closed	-$299K	–	449
2024 Q2	$299K	Buy	2,051 +48	+2%	+$6.88K	0.01%	278
2024 Q1	$296K	Buy	2,003 +451	+29%	+$64.7K	0.01%	285
2023 Q4	$212K	Buy	+1,552	New	+$202K	0.01%	331
2023 Q3	–	Sell	-1,815	Closed	-$241K	–	447
2023 Q2	$241K	Buy	1,815 +41	+2%	+$5.41K	0.01%	357
2023 Q1	$230K	Buy	+1,774	New	+$232K	0.01%	342
2022 Q2	–	Sell	-1,919	Closed	-$263K	–	461
2022 Q1	$263K	Buy	+1,919	New	+$254K	0.01%	357
2021 Q1	–	Sell	-1,910	Closed	-$217K	–	443
2020 Q4	$217K	Buy	+1,910	New	+$208K	0.01%	377
2018 Q1	–	Sell	-2,644	Closed	-$219K	–	355
2017 Q4	$219K	Buy	+2,644	New	+$218K	0.01%	300
2016 Q2	–	Sell	-3,303	Closed	-$224K	–	313
2016 Q1	$224K	Buy	3,303 +169	+5%	+$11.3K	0.02%	265
2015 Q4	$226K	Buy	+3,134	New	+$221K	0.02%	262
2015 Q2	–	Sell	-4,581	Closed	-$332K	–	265
2015 Q1	$332K	Buy	+4,581	New	+$327K	0.03%	178

Other funds holding XLV

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

First Foundation Advisors's XLV Position: Q3 2024 in Review

First Foundation Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2024, closing a stake of 2,051 shares — an estimated $299K sold.

First Foundation Advisors first reported a position in XLV in Q1 2015 and held it in 11 quarters. The position peaked at $332K in Q1 2015. 1,728 funds tracked by Wall St. Rank hold XLV as of Q3 2024.

First Foundation Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
First Foundation Advisors sold 2,051 State Street Health Care Select Sector SPDR ETF shares in Q3 2024, an estimated $299K.
First Foundation Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and held it in 11 quarters.
First Foundation Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $332K in Q1 2015.
1,728 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.