Coastline Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Coastline Trust’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$227K	Hold	4,272	–	–	0.02%	199
2026 Q1	$262K	Buy	4,272 +750	+21%	+$40.2K	0.03%	187
2025 Q4	$157K	Buy	3,522 +3,172	+906%	+$141K	0.01%	215
2025 Q3	$15.6K	Hold	350	–	–	﹤0.01%	321
2025 Q2	$14.8K	Sell	350 -850	-71%	-$35.4K	﹤0.01%	327
2025 Q1	$56.1K	Sell	1,200 -7,254	-86%	-$327K	0.01%	263
2024 Q4	$362K	Buy	8,454 +350	+4%	+$15.9K	0.04%	171
2024 Q3	$356K	Hold	8,104	–	–	0.04%	175
2024 Q2	$369K	Sell	8,104 -1,800	-18%	-$83.8K	0.04%	189
2024 Q1	$468K	Buy	+9,904	New	+$425K	0.06%	184

Other funds holding XLE

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Coastline Trust's XLE Position: Q2 2026 in Review

Coastline Trust held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 4,272 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #199.

Coastline Trust first reported a position in XLE in Q1 2024 and has held it in 10 quarters since. The position peaked at $468K in Q1 2024. 2,027 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Coastline Trust held 4,272 shares of State Street Energy Select Sector SPDR ETF worth $227K as of Q2 2026.
Coastline Trust left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.02% of Coastline Trust's portfolio in Q2 2026, its #199 holding.
Coastline Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Coastline Trust's State Street Energy Select Sector SPDR ETF position peaked at $468K in Q1 2024.
2,027 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.