CBA
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Coastal Bridge Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Coastal Bridge Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.18M Sell
137,169
-37,117
-21% -$1.94M 0.59% 43
2025
Q1 		$8.68M Buy
+174,286
New +$8.68M 2.14% 5