Coastal Bridge Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.61M	Sell	9,924 -224	-2%	-$37.6K	0.11%	178
2025 Q4	$1.57M	Buy	10,148 +131	+1%	+$20.2K	0.12%	175
2025 Q3	$1.55M	Sell	10,017 -1	-0%	-$151	0.12%	170
2025 Q2	$1.48M	Sell	10,018 -147	-1%	-$20.1K	0.12%	170
2025 Q1	$1.33M	Buy	+10,165	New	+$1.37M	0.33%	79

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.2% in Q1 2026, selling an estimated $37.6K and leaving 9,924 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #178.

Coastal Bridge Advisors first reported a position in XLI in Q1 2025 and has held it in 5 quarters since. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Coastal Bridge Advisors held 9,924 shares of State Street Industrial Select Sector SPDR ETF worth $1.61M as of Q1 2026.
Coastal Bridge Advisors sold 224 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $37.6K.
State Street Industrial Select Sector SPDR ETF made up 0.11% of Coastal Bridge Advisors's portfolio in Q1 2026, its #178 holding.
Coastal Bridge Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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