Coastal Bridge Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.05M	Buy	26,002 +2,325	+10%	+$271K	0.19%	121
2026 Q1	$2.58M	Buy	23,677 +1,581	+7%	+$185K	0.18%	133
2025 Q4	$2.64M	Sell	22,096 -20,048	-48%	-$2.38M	0.2%	123
2025 Q3	$5.05M	Sell	42,144 -94	-0.2%	-$10.8K	0.38%	65
2025 Q2	$4.59M	Buy	42,238 +3,558	+9%	+$364K	0.38%	70
2025 Q1	$3.82M	Buy	+38,680	New	+$4.19M	0.94%	28

Other funds holding XLY

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

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

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

Coastal Bridge Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.8% in Q2 2026, buying an estimated $271K and bringing the position to 26,002 shares worth $3.05M. The position accounts for 0.19% of the portfolio, ranked #121.

Coastal Bridge Advisors first reported a position in XLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.05M in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Coastal Bridge Advisors held 26,002 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.05M as of Q2 2026.
Coastal Bridge Advisors bought 2,325 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $271K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.19% of Coastal Bridge Advisors's portfolio in Q2 2026, its #121 holding.
Coastal Bridge Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.05M in Q3 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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