Mezzasalma Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Mezzasalma Advisors’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,856	Closed	-$220K	–	170
2025 Q4	$220K	Hold	1,856	–	–	0.05%	150
2025 Q3	$222K	Hold	1,856	–	–	0.06%	145
2025 Q2	$202K	Buy	+1,856	New	+$190K	0.06%	141
2024 Q2	–	Sell	-10,650	Closed	-$979K	–	109
2024 Q1	$979K	Sell	10,650 -1,854	-15%	-$165K	0.46%	43
2023 Q4	$1.12M	Sell	12,504 -846	-6%	-$70.1K	0.61%	33
2023 Q3	$1.07M	Sell	13,350 -164	-1%	-$13.9K	0.66%	33
2023 Q2	$1.15M	Sell	13,514 -512	-4%	-$39.2K	0.7%	32
2023 Q1	$1.05M	Sell	14,026 -240	-2%	-$17.2K	0.74%	29
2022 Q4	$921K	Sell	14,266 -580	-4%	-$40.4K	0.8%	30
2022 Q3	$1.06M	Sell	14,846 -482	-3%	-$37.7K	0.84%	24
2022 Q2	$1.05M	Buy	15,328 +200	+1%	+$15.8K	0.89%	23
2022 Q1	$1.4M	Sell	15,128 -470	-3%	-$43.1K	0.87%	22
2021 Q4	$1.59M	Sell	15,598 -24	-0.2%	-$2.39K	0.86%	24
2021 Q3	$1.4M	Buy	15,622 +1,084	+7%	+$98.5K	0.79%	28
2021 Q2	$1.3M	Buy	14,538 +2,982	+26%	+$260K	0.72%	32
2021 Q1	$971K	Sell	11,556 -318	-3%	-$26.5K	0.62%	35
2020 Q4	$955K	Buy	+11,874	New	+$915K	0.61%	35

Other funds holding XLY

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

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

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

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

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

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

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

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

Mezzasalma Advisors's XLY Position: Q1 2026 in Review

Mezzasalma Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,856 shares — an estimated $220K sold.

Mezzasalma Advisors first reported a position in XLY in Q4 2020 and held it in 17 quarters. The position peaked at $1.59M in Q4 2021. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Mezzasalma Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Mezzasalma Advisors sold 1,856 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $220K.
Mezzasalma Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and held it in 17 quarters.
Mezzasalma Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.59M in Q4 2021.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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