Coastal Bridge Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.4M	Buy	52,966 +3,877	+8%	+$577K	0.52%	44
2026 Q1	$7.2M	Buy	49,089 +3,690	+8%	+$569K	0.51%	48
2025 Q4	$7.03M	Sell	45,399 -2,803	-6%	-$420K	0.52%	46
2025 Q3	$6.71M	Sell	48,202 -13,249	-22%	-$1.79M	0.51%	46
2025 Q2	$8.28M	Buy	61,451 +1,626	+3%	+$220K	0.68%	32
2025 Q1	$8.74M	Buy	+59,825	New	+$8.69M	0.79%	26
2020 Q2	–	Sell	-2,810	Closed	-$249K	–	164
2020 Q1	$249K	Buy	+2,810	New	+$273K	0.09%	101
2019 Q4	–	Sell	-3,934	Closed	-$355K	–	154
2019 Q3	$355K	Buy	+3,934	New	+$359K	0.12%	90

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Coastal Bridge Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.9% in Q2 2026, buying an estimated $577K and bringing the position to 52,966 shares worth $8.4M. The position accounts for 0.52% of the portfolio, ranked #44.

Coastal Bridge Advisors first reported a position in XLV in Q3 2019 and has held it in 8 quarters since. The position peaked at $8.74M in Q1 2025. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Coastal Bridge Advisors held 52,966 shares of State Street Health Care Select Sector SPDR ETF worth $8.4M as of Q2 2026.
Coastal Bridge Advisors bought 3,877 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $577K.
State Street Health Care Select Sector SPDR ETF made up 0.52% of Coastal Bridge Advisors's portfolio in Q2 2026, its #44 holding.
Coastal Bridge Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2019 and has held it in 8 quarters since.
Coastal Bridge Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $8.74M in Q1 2025.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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