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
2026 Q3	$256K	Buy	+1,519	New	+$253K	0.01%	327
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%	+$5.4K	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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

First Foundation Advisors's XLV Position: Q3 2026 in Review

First Foundation Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 1,519 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: First Foundation Advisors previously reported a position in XLV as recently as Q2 2024.

First Foundation Advisors first reported a position in XLV in Q1 2015 and has held it in 12 quarters since. The position peaked at $332K in Q1 2015. 1,732 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

First Foundation Advisors held 1,519 shares of State Street Health Care Select Sector SPDR ETF worth $256K as of Q3 2026.
State Street Health Care Select Sector SPDR ETF was a new First Foundation Advisors position in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of First Foundation Advisors's portfolio in Q3 2026, its #327 holding.
First Foundation Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and has held it in 12 quarters since.
First Foundation Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $332K in Q1 2015.
1,732 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on First Foundation Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.