A detailed history of Coastal Bridge Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 48,202 shares of XLV stock, worth $7.32 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
48,202
Previous 61,451 21.56%
Holding current value
$7.32 Million
Previous $8.28 Million 19.01%
% of portfolio
0.56%
Previous 0.75%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
$129.01 - $139.72 $1.71 Million - $1.85 Million
-13,249 Reduced 21.56%
48,202 $6.71 Million
Q2 2025

Aug 14, 2025

BUY
$128.77 - $144.3 $7.91 Million - $8.87 Million
61,451 New
61,451 $8.28 Million
Q1 2025

Aug 25, 2025

SELL
$137.61 - $149.68 $223,753 - $243,379
-1,626 Reduced 2.65%
59,825 $8.74 Million
Q2 2020

Aug 11, 2020

SELL
$85.21 - $103.92 $239,440 - $292,015
-2,810 Closed
0 $0
Q1 2020

May 14, 2020

BUY
$74.62 - $104.73 $209,682 - $294,291
2,810 New
2,810 $249,000
Q4 2019

Feb 13, 2020

SELL
$87.95 - $103.11 $345,995 - $405,634
-3,934 Closed
0 $0
Q3 2019

Nov 08, 2019

BUY
$89.33 - $92.0 $351,424 - $361,928
3,934 New
3,934 $355,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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