Beese Fulmer Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.35M	Buy	8,502 +195	+2%	+$141K	0.37%	59
2026 Q1	$5.4M	Sell	8,307 -231	-3%	-$157K	0.35%	61
2025 Q4	$5.84M	Buy	8,538 +315	+4%	+$213K	0.38%	60
2025 Q3	$5.48M	Sell	8,223 -30	-0.4%	-$19.2K	0.38%	61
2025 Q2	$5.1M	Buy	8,253 +607	+8%	+$347K	0.38%	62
2025 Q1	$4.28M	Buy	7,646 +1,126	+17%	+$662K	0.37%	62
2024 Q4	$3.82M	Sell	6,520 -12	-0.2%	-$7.07K	0.33%	65
2024 Q3	$3.75M	Buy	6,532 +1,786	+38%	+$988K	0.32%	65
2024 Q2	$2.58M	Sell	4,746 -15	-0.3%	-$7.85K	0.24%	75
2024 Q1	$2.49M	Buy	4,761 +36	+0.8%	+$17.9K	0.23%	80
2023 Q4	$2.25M	Sell	4,725 -86	-2%	-$38.3K	0.23%	79
2023 Q3	$2.06M	Sell	4,811 -53	-1%	-$23.6K	0.23%	81
2023 Q2	$2.16M	Sell	4,864 -24	-0.5%	-$10.1K	0.23%	84
2023 Q1	$2M	Buy	4,888 +421	+9%	+$168K	0.23%	86
2022 Q4	$1.71M	Buy	4,467 +21	+0.5%	+$8.07K	0.21%	95
2022 Q3	$1.59M	Buy	4,446 +393	+10%	+$156K	0.21%	94
2022 Q2	$1.53M	Sell	4,053 -222	-5%	-$90.9K	0.2%	94
2022 Q1	$1.93M	Sell	4,275 -13	-0.3%	-$5.79K	0.21%	95
2021 Q4	$2.04M	Buy	4,288 +374	+10%	+$172K	0.21%	92
2021 Q3	$1.68M	Sell	3,914 -54	-1%	-$23.8K	0.19%	99
2021 Q2	$1.7M	Buy	3,968 +706	+22%	+$295K	0.19%	98
2021 Q1	$1.29M	Buy	3,262 +205	+7%	+$79.1K	0.16%	110
2020 Q4	$1.14M	Hold	3,057	–	–	0.15%	108
2020 Q3	$1.02M	Hold	3,057	–	–	0.15%	105
2020 Q2	$943K	Sell	3,057 -75	-2%	-$22K	0.14%	106
2020 Q1	$807K	Buy	3,132 +1,675	+115%	+$511K	0.14%	109
2019 Q4	$469K	Buy	1,457 +21	+1%	+$6.47K	0.07%	136
2019 Q3	$426K	Sell	1,436 -113	-7%	-$33.4K	0.06%	139
2019 Q2	$454K	Hold	1,549	–	–	0.09%	114
2019 Q1	$438K	Hold	1,549	–	–	0.09%	113
2018 Q4	$387K	Hold	1,549	–	–	0.09%	114
2018 Q3	$450K	Hold	1,549	–	–	0.09%	114
2018 Q2	$420K	Hold	1,549	–	–	0.09%	116
2018 Q1	$408K	Sell	1,549 -65	-4%	-$17.7K	0.09%	116
2017 Q4	$431K	Hold	1,614	–	–	0.09%	118
2017 Q3	$405K	Hold	1,614	–	–	0.09%	116
2017 Q2	$390K	Hold	1,614	–	–	0.09%	115
2017 Q1	$380K	Hold	1,614	–	–	0.09%	117
2016 Q4	$361K	Hold	1,614	–	–	0.09%	119
2016 Q3	$349K	Sell	1,614 -120	-7%	-$25.9K	0.09%	118
2016 Q2	$363K	Buy	1,734 +705	+69%	+$146K	0.1%	113
2016 Q1	$210K	Sell	1,029 -145	-12%	-$28.3K	0.06%	142
2015 Q4	$239K	Sell	1,174 -600	-34%	-$123K	0.07%	127
2015 Q3	$340K	Sell	1,774 -75	-4%	-$15.2K	0.11%	115
2015 Q2	$381K	Sell	1,849 -185	-9%	-$38.9K	0.12%	107
2015 Q1	$420K	Sell	2,034 -685	-25%	-$141K	0.14%	97
2014 Q4	$559K	Sell	2,719 -3,902	-59%	-$784K	0.18%	95
2014 Q3	$1.3M	Sell	6,621 -500	-7%	-$98.8K	0.42%	66
2014 Q2	$1.39M	Hold	7,121	–	–	0.45%	64
2014 Q1	$1.33M	Buy	7,121 +1,600	+29%	+$294K	0.46%	62
2013 Q4	$1.02M	Sell	5,521 -500	-8%	-$88.5K	0.36%	71
2013 Q3	$1.01M	Buy	6,021 +250	+4%	+$41.9K	0.4%	67
2013 Q2	$926K	Buy	+5,771	New	+$930K	0.4%	69

Other funds holding SPY

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

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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Beese Fulmer Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q2 2026, buying an estimated $141K and bringing the position to 8,502 shares worth $6.35M. The position accounts for 0.37% of the portfolio, ranked #59.

Beese Fulmer Investment Management first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 2,153 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Beese Fulmer Investment Management held 8,502 shares of State Street SPDR S&P 500 ETF Trust worth $6.35M as of Q2 2026.
Beese Fulmer Investment Management bought 195 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $141K.
State Street SPDR S&P 500 ETF Trust made up 0.37% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #59 holding.
Beese Fulmer Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
2,153 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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