Coastal Bridge Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Coastal Bridge Advisors's XLU Position: Q2 2026 in Review
Coastal Bridge Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 12% in Q2 2026, buying an estimated $315K and bringing the position to 63,245 shares worth $2.87M. The position accounts for 0.18% of the portfolio, ranked #129.
Coastal Bridge Advisors first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Coastal Bridge Advisors held 63,245 shares of State Street Utilities Select Sector SPDR ETF worth $2.87M as of Q2 2026.
- Coastal Bridge Advisors bought 6,947 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $315K.
- State Street Utilities Select Sector SPDR ETF made up 0.18% of Coastal Bridge Advisors's portfolio in Q2 2026, its #129 holding.
- Coastal Bridge Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.