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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17M	Buy	89,224 +1,314	+1%	+$225K	1.05%	22
2026 Q1	$11.7M	Buy	87,910 +7,836	+10%	+$1.1M	0.83%	28
2025 Q4	$11.5M	Sell	80,074 -2,980	-4%	-$430K	0.86%	24
2025 Q3	$11.7M	Sell	83,054 -9,908	-11%	-$1.31M	0.89%	24
2025 Q2	$11.8M	Buy	92,962 +10,570	+13%	+$1.17M	0.97%	19
2025 Q1	$8.51M	Buy	+82,392	New	+$9.34M	0.77%	28
2022 Q1	–	Sell	-9,690	Closed	-$842K	–	227
2021 Q4	$842K	Buy	+9,690	New	+$798K	0.18%	71

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Coastal Bridge Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.5% in Q2 2026, buying an estimated $225K and bringing the position to 89,224 shares worth $17M. The position accounts for 1.05% of the portfolio, ranked #22.

Coastal Bridge Advisors first reported a position in XLK in Q4 2021 and has held it in 7 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Coastal Bridge Advisors held 89,224 shares of State Street Technology Select Sector SPDR ETF worth $17M as of Q2 2026.
Coastal Bridge Advisors bought 1,314 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $225K.
State Street Technology Select Sector SPDR ETF made up 1.05% of Coastal Bridge Advisors's portfolio in Q2 2026, its #22 holding.
Coastal Bridge Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 7 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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