Coastal Bridge Advisors’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,168	Closed	-$219K	–	482
2025 Q4	$219K	Hold	1,168	–	–	0.02%	420
2025 Q3	$231K	Hold	1,168	–	–	0.02%	406
2025 Q2	$222K	Sell	1,168 -205	-15%	-$35.2K	0.02%	402
2025 Q1	$219K	Buy	+1,373	New	+$251K	0.02%	386

Other funds holding XSW

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

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

Coastal Bridge Advisors sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2026, closing a stake of 1,168 shares — an estimated $219K sold.

Coastal Bridge Advisors first reported a position in XSW in Q1 2025 and held it in 4 quarters. The position peaked at $231K in Q3 2025. 114 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

Coastal Bridge Advisors reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2026 after selling out during the quarter.
Coastal Bridge Advisors sold 1,168 State Street SPDR S&P Software & Services ETF shares in Q1 2026, an estimated $219K.
Coastal Bridge Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2025 and held it in 4 quarters.
Coastal Bridge Advisors's State Street SPDR S&P Software & Services ETF position peaked at $231K in Q3 2025.
114 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

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