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Coastal Bridge Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Coastal Bridge Advisors’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.59M Buy
21,119
+1,779
+9% +$387K 0.38% 69
2025
Q1 		$3.82M Buy
+19,340
New +$3.82M 0.94% 28