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Mezzasalma Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Mezzasalma Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-58,697
Closed -$2.53M – 169
2025
Q4 		$2.53M Buy
58,697
+35,549
+154% +$1.57M 0.61% 42
2025
Q3 		$1.01M Buy
+23,148
New +$979K 0.26% 60

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Mezzasalma Advisors's XLU Position: Q1 2026 in Review

Mezzasalma Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 58,697 shares — an estimated $2.53M sold.

Mezzasalma Advisors first reported a position in XLU in Q3 2025 and held it in 2 quarters. The position peaked at $2.53M in Q4 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Mezzasalma Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Mezzasalma Advisors sold 58,697 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $2.53M.
  • Mezzasalma Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
  • Mezzasalma Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.53M in Q4 2025.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.