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Coastline Trust’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Coastline Trust’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-345
Closed -$54.7K – 404
2026
Q2 		$54.7K Hold
345
– – ﹤0.01% 277
2026
Q1 		$50.6K Hold
345
– – 0.01% 280
2025
Q4 		$53.4K Buy
+345
New +$51.7K 0.01% 274

Other funds holding XLV

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Coastline Trust's XLV Position: Q3 2026 in Review

Coastline Trust sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026, closing a stake of 345 shares — an estimated $54.7K sold.

Coastline Trust first reported a position in XLV in Q4 2025 and held it in 3 quarters. The position peaked at $54.7K in Q2 2026. 101 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Coastline Trust reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Coastline Trust sold 345 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $54.7K.
  • Coastline Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and held it in 3 quarters.
  • Coastline Trust's State Street Health Care Select Sector SPDR ETF position peaked at $54.7K in Q2 2026.
  • 101 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

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