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 Q2	$895K	Sell	4,831 -5,093	-51%	-$885K	0.06%	236
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	0.12%	167

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 51% in Q2 2026, selling an estimated $885K and leaving 4,831 shares worth $895K. The position accounts for 0.06% of the portfolio, ranked #236.

Coastal Bridge Advisors first reported a position in XLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.61M in Q1 2026. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Coastal Bridge Advisors held 4,831 shares of State Street Industrial Select Sector SPDR ETF worth $895K as of Q2 2026.
Coastal Bridge Advisors sold 5,093 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $885K.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Coastal Bridge Advisors's portfolio in Q2 2026, its #236 holding.
Coastal Bridge Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.61M in Q1 2026.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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