Beese Fulmer Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Beese Fulmer Investment Management’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Sell	2,016 -9	-0.4%	-$1.34K	0.02%	297
2026 Q1	$296K	Sell	2,025 -123	-6%	-$18.3K	0.02%	312
2025 Q4	$299K	Buy	2,148 +53	+3%	+$7.37K	0.02%	291
2025 Q3	$293K	Hold	2,095	–	–	0.02%	240
2025 Q2	$284K	Buy	2,095 +300	+17%	+$39.8K	0.02%	242
2025 Q1	$244K	Hold	1,795	–	–	0.02%	215
2024 Q4	$237K	Hold	1,795	–	–	0.02%	205
2024 Q3	$255K	Hold	1,795	–	–	0.02%	202
2024 Q2	$228K	Hold	1,795	–	–	0.02%	204
2024 Q1	$236K	Sell	1,795 -117	-6%	-$14.7K	0.02%	203
2023 Q4	$239K	Buy	1,912 +1	+0.1%	+$117	0.02%	201
2023 Q3	$220K	Buy	1,911 +1	+0.1%	+$122	0.02%	196
2023 Q2	$234K	Buy	1,910 +1	+0.1%	+$122	0.03%	197
2023 Q1	$236K	Buy	1,909 +1	+0.1%	+$126	0.03%	196
2022 Q4	$239K	Hold	1,908	–	–	0.03%	195
2022 Q3	$213K	Buy	1,908 +1	+0.1%	+$123	0.03%	196
2022 Q2	$226K	Buy	1,907 +1	+0.1%	+$125	0.03%	203
2022 Q1	$244K	Sell	1,906 -125	-6%	-$15.8K	0.03%	203
2021 Q4	$262K	Buy	2,031 +1	+0%	+$124	0.03%	204
2021 Q3	$239K	Buy	2,030 +1	+0%	+$122	0.03%	201
2021 Q2	$248K	Buy	2,029 +1	+0%	+$124	0.03%	192
2021 Q1	$239K	Buy	2,028 +91	+5%	+$10.2K	0.03%	196
2020 Q4	$205K	Buy	+1,937	New	+$196K	0.03%	197
2020 Q3	–	Sell	-1,936	Closed	-$177K	–	477
2020 Q2	$177K	Buy	+1,936	New	+$170K	0.03%	192
2020 Q1	–	Sell	-2,385	Closed	-$257K	–	196
2019 Q4	$257K	Buy	2,385 +1	+0%	+$105	0.04%	172
2019 Q3	$245K	Buy	+2,384	New	+$240K	0.04%	177
2019 Q2	–	Sell	-2,188	Closed	-$218K	–	184
2019 Q1	$218K	Buy	+2,188	New	+$210K	0.04%	159
2018 Q4	–	Sell	-2,188	Closed	-$214K	–	183
2018 Q3	$214K	Hold	2,188	–	–	0.04%	177
2018 Q2	$203K	Buy	+2,188	New	+$201K	0.04%	186
2018 Q1	–	Sell	-2,188	Closed	-$207K	–	189
2017 Q4	$207K	Sell	2,188 -500	-19%	-$46.9K	0.04%	178
2017 Q3	$245K	Hold	2,688	–	–	0.06%	153
2017 Q2	$239K	Hold	2,688	–	–	0.06%	150
2017 Q1	$237K	Hold	2,688	–	–	0.06%	152
2016 Q4	$230K	Hold	2,688	–	–	0.06%	152
2016 Q3	$227K	Hold	2,688	–	–	0.06%	150
2016 Q2	$226K	Buy	+2,688	New	+$219K	0.06%	138
2014 Q1	–	Sell	-3,500	Closed	-$254K	–	152
2013 Q4	$254K	Hold	3,500	–	–	0.09%	130
2013 Q3	$241K	Hold	3,500	–	–	0.09%	127
2013 Q2	$232K	Buy	+3,500	New	+$236K	0.1%	118

Other funds holding SDY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Beese Fulmer Investment Management's SDY Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.44% in Q2 2026, selling an estimated $1.34K and leaving 2,016 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #297.

Beese Fulmer Investment Management first reported a position in SDY in Q2 2013 and has held it in 39 quarters since. 579 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Beese Fulmer Investment Management held 2,016 shares of State Street SPDR S&P Dividend ETF worth $307K as of Q2 2026.
Beese Fulmer Investment Management sold 9 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $1.34K.
State Street SPDR S&P Dividend ETF made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #297 holding.
Beese Fulmer Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 39 quarters since.
579 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.