Ownership history in FIRST FOUNDATION ADVISORS · 15 quarters on record
This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS reported a position in Consumer Stpls Sel Sectr SPDR (XLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 2,561 | — | 0% | 0.01% | $201K | $77.75 |
| 2025 Q2 | UNCHANGED | 2,561 | — | 0% | 0.01% | $207K | $79.78 |
| 2025 Q1 | REDUCED | 2,561 | -700 | -21.5% | 0.01% | $209K | $79.92 |
| 2024 Q4 | ADDED | 3,261 | +800 | +32.5% | 0.01% | $256K | $76.52 |
| 2024 Q3 | REDUCED | 2,461 | -954 | -27.9% | 0.01% | $204K | $80.18 |
| 2024 Q1 | ADDED | 3,415 | +60 | +1.8% | 0.01% | $261K | $72.83 |
| 2023 Q4 | ADDED | 3,355 | +755 | +29.0% | 0.01% | $242K | $68.20 |
| 2021 Q4 | REDUCED | 2,600 | -2,072 | -44.3% | 0.01% | $200K | $69.32 |
| 2019 Q4 | ADDED | 4,672 | +172 | +3.8% | 0.01% | $294K | $53.71 |
| 2019 Q3 | ADDED | 4,500 | +474 | +11.8% | 0.01% | $276K | $51.96 |
As of 2025 Q4 — sorted by position size