Financial Select Sector SPDR shares owned by First Foundation Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.1M | 26k | 41.11 |
| 2024-03-31 | $1.2M | 28k | 42.12 |
| 2023-12-31 | $1.1M | 28k | 37.60 |
| 2023-09-30 | $917k | 28k | 33.17 |
| 2023-06-30 | $931k | 28k | 33.71 |
| 2023-03-31 | $837k | 26k | 32.15 |
| 2022-12-31 | $843k | 25k | 34.20 |
| 2022-09-30 | $748k | 25k | 30.34 |
| 2022-06-30 | $825k | 26k | 31.46 |
| 2022-03-31 | $1.2M | 32k | 38.31 |
| 2021-12-31 | $963k | 25k | 39.04 |
| 2021-09-30 | $910k | 24k | 37.54 |
| 2021-06-30 | $868k | 24k | 36.71 |
| 2021-03-31 | $805k | 24k | 34.04 |
| 2020-12-31 | $754k | 26k | 29.49 |
| 2020-09-30 | $558k | 23k | 24.05 |
| 2020-06-30 | $606k | 26k | 23.16 |
| 2020-03-31 | $513k | 25k | 20.82 |
| 2019-12-31 | $389k | 13k | 30.80 |
| 2019-09-30 | $220k | 7.8k | 28.04 |
| 2018-06-30 | $277k | 10k | 26.63 |
| 2011-12-31 | $2.6M | 201k | 13.00 |