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

Mezzasalma Advisors’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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mezzasalma Advisors's XLV Position: Q1 2026 in Review

Mezzasalma Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.4% in Q1 2026, selling an estimated $17.6K and leaving 7,785 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #53.

Mezzasalma Advisors first reported a position in XLV in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.23M in Q1 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Mezzasalma Advisors held 7,785 shares of State Street Health Care Select Sector SPDR ETF worth $1.14M as of Q1 2026.
Mezzasalma Advisors sold 114 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $17.6K.
State Street Health Care Select Sector SPDR ETF made up 0.29% of Mezzasalma Advisors's portfolio in Q1 2026, its #53 holding.
Mezzasalma Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and has held it in 13 quarters since.
Mezzasalma Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.23M in Q1 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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