Coastal Bridge Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$236K Buy
4,438
+1
+0% +$57 0.01% 427
2026
Q1
$272K Buy
+4,437
New +$238K 0.02% 388
2020
Q1
Sell
-53,496
Closed -$1.61M 156
2019
Q4
$1.61M Buy
+53,496
New +$1.59M 0.42% 32

Other funds holding XLE

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

Coastal Bridge Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.02% in Q2 2026, buying an estimated $57 and bringing the position to 4,438 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #427.

Coastal Bridge Advisors first reported a position in XLE in Q4 2019 and has held it in 3 quarters since. The position peaked at $1.61M in Q4 2019. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Coastal Bridge Advisors held 4,438 shares of State Street Energy Select Sector SPDR ETF worth $236K as of Q2 2026.
  • Coastal Bridge Advisors bought 1 State Street Energy Select Sector SPDR ETF share in Q2 2026, an estimated $57.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Coastal Bridge Advisors's portfolio in Q2 2026, its #427 holding.
  • Coastal Bridge Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 3 quarters since.
  • Coastal Bridge Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.61M in Q4 2019.
  • 2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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