A detailed history of Coastal Bridge Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 137,169 shares of XLF stock, worth $7.37 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
137,169
Holding current value
$7.37 Million
% of portfolio
0.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$43.92 - $52.37 $6.02 Million - $7.18 Million
137,169 New
137,169 $7.18 Million
Q1 2025

Aug 25, 2025

BUY
$47.32 - $52.19 $1.76 Million - $1.94 Million
37,117 Added 27.06%
174,286 $8.68 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Coastal Bridge Advisors, LLC Portfolio

Follow Coastal Bridge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Bridge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastal Bridge Advisors, LLC with notifications on news.