Coastline Trust’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Coastline Trust’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$119K	Hold	610	–	–	0.01%	210
2026 Q2	$116K	Hold	610	–	–	0.01%	233
2026 Q1	$81.1K	Hold	610	–	–	0.01%	249
2025 Q4	$87.8K	Hold	610	–	–	0.01%	247
2025 Q3	$86K	Hold	610	–	–	0.01%	241
2025 Q2	$77.2K	Hold	610	–	–	0.01%	246
2025 Q1	$63K	Hold	610	–	–	0.01%	258
2024 Q4	$70.9K	Hold	610	–	–	0.01%	258
2024 Q3	$68.9K	Buy	+610	New	+$67K	0.01%	267

Other funds holding XLK

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Coastline Trust's XLK Position: Q3 2026 in Review

Coastline Trust held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2026 at 610 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #210.

Coastline Trust first reported a position in XLK in Q3 2024 and has held it in 9 quarters since. 358 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Coastline Trust held 610 shares of State Street Technology Select Sector SPDR ETF worth $119K as of Q3 2026.
Coastline Trust left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Technology Select Sector SPDR ETF made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #210 holding.
Coastline Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
358 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.