Coastal Bridge Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.8M	Buy	219,427 +9,757	+5%	+$507K	0.73%	33
2026 Q1	$10.4M	Buy	209,670 +18,049	+9%	+$941K	0.73%	33
2025 Q4	$10.5M	Buy	191,621 +47,393	+33%	+$2.53M	0.78%	28
2025 Q3	$7.77M	Buy	144,228 +7,059	+5%	+$374K	0.59%	41
2025 Q2	$7.18M	Sell	137,169 -37,117	-21%	-$1.84M	0.59%	44
2025 Q1	$8.68M	Buy	+174,286	New	+$8.74M	0.79%	27

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Coastal Bridge Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.7% in Q2 2026, buying an estimated $507K and bringing the position to 219,427 shares worth $11.8M. The position accounts for 0.73% of the portfolio, ranked #33.

Coastal Bridge Advisors first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Coastal Bridge Advisors held 219,427 shares of State Street Financial Select Sector SPDR ETF worth $11.8M as of Q2 2026.
Coastal Bridge Advisors bought 9,757 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $507K.
State Street Financial Select Sector SPDR ETF made up 0.73% of Coastal Bridge Advisors's portfolio in Q2 2026, its #33 holding.
Coastal Bridge Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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