First Foundation Advisors

SEC CIK: 0001086763
Latest filing: Aug 14, 2026

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SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by First Foundation Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overview All 13F holders of SPY Full Q2 2026 holdings

Shares (Q2 2026): 16,489
Value: $12.3M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of SPY by First Foundation Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,489	$12.3M	0.4%	+869+5.6%	Added	Holders
Q1 2026	15,620	$10.2M	0.4%	−421−2.6%	Reduced	Holders
Q4 2025	16,041	$10.9M	0.4%	−146−0.9%	Reduced	Holders
Q3 2025	16,187	$10.8M	0.4%	−1,653−9.3%	Reduced	Holders
Q2 2025	17,840	$11.0M	0.4%	−2,723−13.2%	Reduced	Holders
Q1 2025	20,563	$11.5M	0.5%	−2,957−12.6%	Reduced	Holders
Q4 2024	23,520	$13.8M	0.5%	−178−0.8%	Reduced	Holders
Q3 2024	23,698	$13.6M	0.5%	−670−2.7%	Reduced	Holders
Q2 2024	24,368	$13.3M	0.5%	−523−2.1%	Reduced	Holders
Q1 2024	24,891	$13.0M	0.5%	+232+0.9%	Added	Holders
Q4 2023	24,659	$11.7M	0.5%	−3,418−12.2%	Reduced	Holders
Q3 2023	28,077	$12.0M	0.6%	+4,048+16.8%	Added	Holders
Q2 2023	24,029	$10.7M	0.5%	−2,302−8.7%	Reduced	Holders
Q1 2023	26,331	$10.8M	0.5%	−2,716−9.4%	Reduced	Holders
Q4 2022	29,047	$11.1M	0.5%	−2,081−6.7%	Reduced	Holders
Q3 2022	31,128	$11.1M	0.5%	−1,139−3.5%	Reduced	Holders
Q2 2022	32,267	$12.2M	0.5%	−4,358−11.9%	Reduced	Holders
Q1 2022	36,625	$16.5M	0.6%	+300+0.8%	Added	Holders
Q4 2021	36,325	$17.3M	0.6%	+740+2.1%	Added	Holders
Q3 2021	35,585	$15.3M	0.6%	+485+1.4%	Added	Holders
Q2 2021	35,100	$15.0M	0.6%	−15,715−30.9%	Reduced	Holders
Q1 2021	50,815	$20.1M	0.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.