First Foundation Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $840K | Buy |
|
|||||
|
2025
Q1 | $649K | Hold |
|
|||||
|
2024
Q4 | $738K | Sell |
|
|||||
|
2024
Q3 | $679K | Buy |
|
|||||
|
2024
Q2 | $600K | Hold |
|
|||||
|
2024
Q1 | $605K | Hold |
|
|||||
|
2023
Q4 | $588K | Sell |
|
|||||
|
2023
Q3 | $530K | Sell |
|
|||||
|
2023
Q2 | $635K | Buy |
|
|||||
|
2023
Q1 | $492K | Sell |
|
|||||
|
2022
Q4 | $458K | Buy |
|
|||||
|
2022
Q3 | $468K | Sell |
|
|||||
|
2022
Q2 | $456K | Buy |
|
|||||
|
2022
Q1 | $608K | Hold |
|
|||||
|
2021
Q4 | $672K | Hold |
|
|||||
|
2021
Q3 | $590K | Sell |
|
|||||
|
2021
Q2 | $658K | Hold |
|
|||||
|
2021
Q1 | $620K | Hold |
|
|||||
|
2020
Q4 | $593K | Hold |
|
|||||
|
2020
Q3 | $542K | Hold |
|
|||||
|
2020
Q2 | $471K | Sell |
|
|||||
|
2020
Q1 | $379K | Buy |
|