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 Q2	$200K	Buy	+1,708	New	+$199K	0.04%	166
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mezzasalma Advisors's XLY Position: Q2 2026 in Review

Mezzasalma Advisors opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,708 shares worth $200K. The stake represents 0.04% of the portfolio and ranks #166 among its holdings. This is a return to the name: Mezzasalma Advisors previously reported a position in XLY as recently as Q4 2025.

Mezzasalma Advisors first reported a position in XLY in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.59M in Q4 2021. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Mezzasalma Advisors held 1,708 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $200K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Mezzasalma Advisors position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Mezzasalma Advisors's portfolio in Q2 2026, its #166 holding.
Mezzasalma Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
Mezzasalma Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.59M in Q4 2021.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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