Coastal Bridge Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.91M	Buy	+57,307	New	+$2.94M	0.18%	126

Other funds holding XLB

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Coastal Bridge Advisors opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 57,307 shares worth $2.91M. The stake represents 0.18% of the portfolio and ranks #126 among its holdings.

926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Coastal Bridge Advisors held 57,307 shares of State Street Materials Select Sector SPDR ETF worth $2.91M as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new Coastal Bridge Advisors position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.18% of Coastal Bridge Advisors's portfolio in Q2 2026, its #126 holding.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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