First Foundation Advisors Financial Sector Spdr Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

A detailed history of First Foundation Advisors transactions in Financial Sector Spdr stock. As of the latest transaction made, First Foundation Advisors holds 27,720 shares of XLF stock, worth $1.35 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

27,720

Previous 26,331 5.28%

Holding current value

$1.35 Million

Previous $1.08 Million 16.08%

% of portfolio

0.05%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$40.84 - $45.74 $56,726 - $63,532	1,389 Added 5.28%	27,720 $1.26 Million
Q2 2024 Aug 06, 2024	SELL	$39.59 - $42.49 $72,528 - $77,841	-1,832 Reduced 6.5%	26,331 $1.08 Million
Q1 2024 May 09, 2024	BUY	$37.27 - $42.12 $1,714 - $1,937	46 Added 0.16%	28,163 $1.19 Million
Q4 2023 Feb 14, 2024	BUY	$31.45 - $37.72 $14,467 - $17,351	460 Added 1.66%	28,117 $1.06 Million
Q3 2023 Nov 15, 2023	BUY	$33.17 - $35.6 $862 - $925	26 Added 0.09%	27,657 $917,000
Q2 2023 Aug 14, 2023	BUY	$31.55 - $33.71 $50,543 - $54,003	1,602 Added 6.15%	27,631 $931,000
Q1 2023 May 12, 2023	BUY	$30.98 - $37.0 $42,442 - $50,690	1,370 Added 5.56%	26,029 $836,000
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $151 - $181	5 Added 0.02%	24,659 $843,000
Q3 2022 Nov 10, 2022	SELL	$30.36 - $35.81 $47,665 - $56,221	-1,570 Reduced 5.99%	24,654 $748,000
Q2 2022 Aug 12, 2022	SELL	$30.84 - $38.22 $171,778 - $212,885	-5,570 Reduced 17.52%	26,224 $825,000
Q1 2022 May 05, 2022	BUY	$35.66 - $41.42 $254,041 - $295,076	7,124 Added 28.88%	31,794 $1.22 Million
Q4 2021 Feb 14, 2022	BUY	$37.54 - $40.62 $16,029 - $17,344	427 Added 1.76%	24,670 $963,000
Q3 2021 Nov 15, 2021	BUY	$35.11 - $39.0 $20,890 - $23,205	595 Added 2.52%	24,243 $910,000
Q1 2021 May 18, 2021	SELL	$28.95 - $34.77 $55,555 - $66,723	-1,919 Reduced 7.51%	23,648 $805,000
Q4 2020 Feb 16, 2021	SELL	$23.61 - $29.48 $547,822 - $684,024	-23,203 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$22.68 - $25.49 $67,268 - $75,603	-2,966 Reduced 11.33%	23,203 $558,000
Q2 2020 Aug 14, 2020	BUY	$19.55 - $26.74 $29,891 - $40,885	1,529 Added 6.21%	26,169 $606,000
Q1 2020 May 11, 2020	BUY	$17.66 - $31.17 $212,096 - $374,351	12,010 Added 95.09%	24,640 $513,000
Q4 2019 Feb 11, 2020	BUY	$26.78 - $30.94 $128,115 - $148,016	4,784 Added 60.97%	12,630 $389,000
Q3 2019 Nov 12, 2019	BUY	$27.86 - $28.52 $218,589 - $223,767	7,846 New	7,846 $220,000
Q3 2018 Nov 13, 2018	SELL	N/A	-10,400 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	10,400 New	10,400 $277,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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First Foundation Advisors Financial Sector Spdr Transaction History