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 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	2.16%	4
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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Coastal Bridge Advisors's XLV Position: Q1 2026 in Review

Coastal Bridge Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.1% in Q1 2026, buying an estimated $569K and bringing the position to 49,089 shares worth $7.2M. The position accounts for 0.51% of the portfolio, ranked #48.

Coastal Bridge Advisors first reported a position in XLV in Q3 2019 and has held it in 7 quarters since. The position peaked at $8.74M in Q1 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Coastal Bridge Advisors held 49,089 shares of State Street Health Care Select Sector SPDR ETF worth $7.2M as of Q1 2026.
Coastal Bridge Advisors bought 3,690 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $569K.
State Street Health Care Select Sector SPDR ETF made up 0.51% of Coastal Bridge Advisors's portfolio in Q1 2026, its #48 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 7 quarters since.
Coastal Bridge Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $8.74M in Q1 2025.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.