Coastal Bridge Advisors’s Technology Select Sector SPDR Fund 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
2025 Q3	$11.7M	Sell
2025 Q2	$11.8M	Buy
2025 Q1	$8.51M	Buy
2022 Q1	–	Sell
2021 Q4	$842K	Buy