Mezzasalma Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.13M Sell
7,098
-687
-9% -$102K 0.23% 62
2026
Q1
$1.14M Sell
7,785
-114
-1% -$17.6K 0.29% 53
2025
Q4
$1.23M Buy
7,899
+27
+0.3% +$4.04K 0.29% 56
2025
Q3
$1.1M Sell
7,872
-568
-7% -$76.9K 0.28% 57
2025
Q2
$1.14M Buy
8,440
+29
+0.3% +$3.92K 0.34% 46
2025
Q1
$1.23M Buy
8,411
+229
+3% +$33.3K 0.42% 44
2024
Q4
$1.13M Buy
+8,182
New +$1.2M 0.36% 44
2024
Q2
Sell
-6,027
Closed -$890K 108
2024
Q1
$890K Sell
6,027
-2,460
-29% -$353K 0.42% 46
2023
Q4
$1.16M Sell
8,487
-509
-6% -$66.2K 0.63% 32
2023
Q3
$1.16M Sell
8,996
-78
-0.9% -$10.4K 0.71% 28
2023
Q2
$1.2M Buy
9,074
+3,027
+50% +$399K 0.73% 30
2023
Q1
$783K Buy
6,047
+67
+1% +$8.75K 0.55% 36
2022
Q4
$812K Sell
5,980
-129
-2% -$17.1K 0.71% 35
2022
Q3
$740K Buy
+6,109
New +$787K 0.59% 34

Other funds holding XLV

Mezzasalma Advisors's XLV Position: Q2 2026 in Review

Mezzasalma Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.8% in Q2 2026, selling an estimated $102K and leaving 7,098 shares worth $1.13M. The position accounts for 0.23% of the portfolio, ranked #62.

Mezzasalma Advisors first reported a position in XLV in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q1 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Mezzasalma Advisors held 7,098 shares of State Street Health Care Select Sector SPDR ETF worth $1.13M as of Q2 2026.
  • Mezzasalma Advisors sold 687 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $102K.
  • State Street Health Care Select Sector SPDR ETF made up 0.23% of Mezzasalma Advisors's portfolio in Q2 2026, its #62 holding.
  • Mezzasalma Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and has held it in 14 quarters since.
  • Mezzasalma Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.23M in Q1 2025.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.