Beese Fulmer Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$554K	Sell	10,440 -104	-1%	-$5.95K	0.03%	203
2026 Q1	$646K	Buy	10,544 +1	+0%	+$54	0.04%	186
2025 Q4	$471K	Buy	10,543 +141	+1%	+$6.28K	0.03%	206
2025 Q3	$465K	Hold	10,402	–	–	0.03%	196
2025 Q2	$441K	Sell	10,402 -4,014	-28%	-$167K	0.03%	196
2025 Q1	$674K	Buy	+14,416	New	+$650K	0.06%	138
2020 Q3	–	Sell	-2,100	Closed	-$40K	–	554
2020 Q2	$40K	Buy	+2,100	New	+$39.1K	0.01%	344

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Beese Fulmer Investment Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.99% in Q2 2026, selling an estimated $5.95K and leaving 10,440 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #203.

Beese Fulmer Investment Management first reported a position in XLE in Q2 2020 and has held it in 7 quarters since. The position peaked at $674K in Q1 2025. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Beese Fulmer Investment Management held 10,440 shares of State Street Energy Select Sector SPDR ETF worth $554K as of Q2 2026.
Beese Fulmer Investment Management sold 104 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $5.95K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #203 holding.
Beese Fulmer Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2020 and has held it in 7 quarters since.
Beese Fulmer Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $674K in Q1 2025.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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