Coastal Bridge Advisors’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Coastal Bridge Advisors’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.88M	Sell	24,521 -69	-0.3%	-$9.33K	0.24%	98
2026 Q1	$3.14M	Buy	24,590 +207	+0.8%	+$25.8K	0.22%	101
2025 Q4	$2.97M	Buy	24,383 +1,754	+8%	+$201K	0.22%	109
2025 Q3	$2.27M	Sell	22,629 -7,770	-26%	-$700K	0.17%	135
2025 Q2	$2.52M	Sell	30,399 -1,411	-4%	-$113K	0.21%	114
2025 Q1	$2.58M	Buy	31,810 +18,644	+142%	+$1.67M	0.23%	106
2024 Q4	$1.19M	Sell	13,166 -927	-7%	-$89.8K	0.3%	61
2024 Q3	$1.39M	Sell	14,093 -325	-2%	-$31.9K	0.35%	53
2024 Q2	$1.34M	Sell	14,418 -78	-0.5%	-$6.99K	0.33%	53
2024 Q1	$1.38M	Sell	14,496 -536	-4%	-$49.7K	0.32%	53
2023 Q4	$1.34M	Sell	15,032 -9,394	-38%	-$698K	0.34%	50
2023 Q3	$1.78M	Hold	24,426	–	–	0.48%	36
2023 Q2	$2.03M	Sell	24,426 -753	-3%	-$63K	0.5%	36
2023 Q1	$1.92M	Sell	25,179 -331	-1%	-$27.5K	0.49%	38
2022 Q4	$2.12M	Sell	25,510 -3,690	-13%	-$299K	0.6%	34
2022 Q3	$2.32M	Buy	29,200 +1,556	+6%	+$131K	0.62%	34
2022 Q2	$2.05M	Buy	27,644 +3,487	+14%	+$262K	0.63%	34
2022 Q1	$2.17M	Buy	24,157 +11,049	+84%	+$1.02M	0.5%	36
2021 Q4	$1.55M	Buy	13,108 +1,801	+16%	+$217K	0.32%	50
2021 Q3	$1.42M	Buy	11,307 +38	+0.3%	+$4.89K	0.33%	46
2021 Q2	$1.53M	Buy	11,269 +3,690	+49%	+$485K	0.31%	46
2021 Q1	$1.03M	Buy	7,579 +4,586	+153%	+$687K	0.19%	53
2020 Q4	$421K	Buy	+2,993	New	+$383K	0.08%	81

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Coastal Bridge Advisors's XBI Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 0.28% in Q2 2026, selling an estimated $9.33K and leaving 24,521 shares worth $3.88M. The position accounts for 0.24% of the portfolio, ranked #98.

Coastal Bridge Advisors first reported a position in XBI in Q4 2020 and has held it in 23 quarters since. 936 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Coastal Bridge Advisors held 24,521 shares of State Street SPDR S&P Biotech ETF worth $3.88M as of Q2 2026.
Coastal Bridge Advisors sold 69 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $9.33K.
State Street SPDR S&P Biotech ETF made up 0.24% of Coastal Bridge Advisors's portfolio in Q2 2026, its #98 holding.
Coastal Bridge Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 23 quarters since.
936 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.