First Foundation Advisors Consumer Staples Sector Spdr Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

A detailed history of First Foundation Advisors transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, First Foundation Advisors holds 2,461 shares of XLP stock, worth $187,134. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,461

Holding current value

$187,134

% of portfolio

0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$76.04 - $76.04 $187,134 - $187,134	2,461 New	2,461 $187,000
Q1 2024 May 09, 2024	BUY	$71.59 - $76.36 $4,295 - $4,581	60 Added 1.79%	3,415 $260,000
Q4 2023 Feb 14, 2024	BUY	$66.22 - $72.3 $222,168 - $242,566	3,355 New	3,355 $241,000
Q1 2022 May 05, 2022	SELL	N/A	-2,600 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	N/A	2,600 New	2,600 $200,000
Q1 2020 May 11, 2020	SELL	N/A	-4,672 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	N/A	172 Added 3.82%	4,672 $294,000
Q3 2019 Nov 12, 2019	BUY	N/A	474 Added 11.77%	4,500 $276,000
Q2 2019 Aug 14, 2019	SELL	N/A	-317 Reduced 7.3%	4,026 $234,000
Q1 2019 May 13, 2019	SELL	N/A	-16,309 Reduced 78.97%	4,343 $244,000
Q4 2018 Feb 14, 2019	BUY	N/A	20,652 New	20,652 $1.05 Million

Others Institutions Holding XLP

# of Institutions

1,314

Shares Held

172M

Call Options Held

13.4M

Put Options Held

18.7M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.

Account

First Foundation Advisors Consumer Staples Sector Spdr Transaction History