Coastal Bridge Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11.7M Sell
2025
Q2
$11.8M Buy
2025
Q1
$8.51M Buy
2022
Q1
Sell
2021
Q4
$842K Buy