First Foundation Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7,728	Closed	-$840K	–	352
2025 Q2	$840K	Buy	7,728 +1,152	+18%	+$118K	0.03%	202
2025 Q1	$649K	Hold	6,576	–	–	0.03%	202
2024 Q4	$738K	Sell	6,576 -200	-3%	-$21.4K	0.03%	192
2024 Q3	$679K	Buy	6,776 +200	+3%	+$18.7K	0.03%	206
2024 Q2	$600K	Hold	6,576	–	–	0.02%	208
2024 Q1	$605K	Hold	6,576	–	–	0.02%	206
2023 Q4	$588K	Sell	6,576 -2	-0%	-$166	0.03%	212
2023 Q3	$530K	Sell	6,578 -898	-12%	-$75.9K	0.02%	245
2023 Q2	$635K	Buy	7,476 +900	+14%	+$68.9K	0.03%	215
2023 Q1	$492K	Sell	6,576 -520	-7%	-$37.3K	0.02%	236
2022 Q4	$458K	Buy	7,096 +520	+8%	+$36.3K	0.02%	259
2022 Q3	$468K	Sell	6,576 -56	-0.8%	-$4.38K	0.02%	242
2022 Q2	$456K	Buy	6,632 +56	+0.9%	+$4.41K	0.02%	260
2022 Q1	$608K	Hold	6,576	–	–	0.02%	242
2021 Q4	$672K	Hold	6,576	–	–	0.02%	234
2021 Q3	$590K	Sell	6,576 -800	-11%	-$72.7K	0.02%	255
2021 Q2	$658K	Hold	7,376	–	–	0.03%	250
2021 Q1	$620K	Hold	7,376	–	–	0.03%	245
2020 Q4	$593K	Hold	7,376	–	–	0.03%	246
2020 Q3	$542K	Hold	7,376	–	–	0.03%	229
2020 Q2	$471K	Sell	7,376 -362	-5%	-$21.3K	0.02%	240
2020 Q1	$379K	Buy	+7,738	New	+$457K	0.02%	257

Other funds holding XLY

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

First Foundation Advisors's XLY Position: Q3 2025 in Review

First Foundation Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 7,728 shares — an estimated $840K sold.

First Foundation Advisors first reported a position in XLY in Q1 2020 and held it in 22 quarters. The position peaked at $840K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

First Foundation Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
First Foundation Advisors sold 7,728 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $840K.
First Foundation Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and held it in 22 quarters.
First Foundation Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $840K in Q2 2025.
1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

Based on First Foundation Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.