Coastal Bridge Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.35M Buy
66,266
+1,617
+3% +$187K 0.52% 46
2025
Q4
$7.61M Buy
64,649
+344
+0.5% +$39.6K 0.57% 43
2025
Q3
$7.61M Sell
64,305
-1,163
-2% -$129K 0.58% 42
2025
Q2
$7.11M Buy
65,468
+23,173
+55% +$2.28M 0.59% 45
2025
Q1
$4.08M Buy
+42,295
New +$4.22M 1.01% 25

Other funds holding XLC

Coastal Bridge Advisors's XLC Position: Q1 2026 in Review

Coastal Bridge Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.5% in Q1 2026, buying an estimated $187K and bringing the position to 66,266 shares worth $7.35M. The position accounts for 0.52% of the portfolio, ranked #46.

Coastal Bridge Advisors first reported a position in XLC in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.61M in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Coastal Bridge Advisors held 66,266 shares of State Street Communication Services Select Sector SPDR ETF worth $7.35M as of Q1 2026.
  • Coastal Bridge Advisors bought 1,617 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $187K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.52% of Coastal Bridge Advisors's portfolio in Q1 2026, its #46 holding.
  • Coastal Bridge Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $7.61M in Q3 2025.
  • 1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.