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 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

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

Coastline Trust's XLK Position: Q2 2026 in Review

Coastline Trust held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 610 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #233.

Coastline Trust first reported a position in XLK in Q3 2024 and has held it in 8 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Coastline Trust held 610 shares of State Street Technology Select Sector SPDR ETF worth $116K as of Q2 2026.
Coastline Trust left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.01% of Coastline Trust's portfolio in Q2 2026, its #233 holding.
Coastline Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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