Beese Fulmer Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$543K	Buy	2,929 +179	+7%	+$31.1K	0.03%	204
2026 Q1	$445K	Sell	2,750 -4	-0.1%	-$671	0.03%	228
2025 Q4	$427K	Hold	2,754	–	–	0.03%	216
2025 Q3	$425K	Hold	2,754	–	–	0.03%	207
2025 Q2	$406K	Sell	2,754 -100	-4%	-$13.6K	0.03%	202
2025 Q1	$374K	Buy	2,854 +1,100	+63%	+$149K	0.03%	180
2024 Q4	$231K	Hold	1,754	–	–	0.02%	207
2024 Q3	$238K	Sell	1,754 -6	-0.3%	-$763	0.02%	209
2024 Q2	$214K	Hold	1,760	–	–	0.02%	210
2024 Q1	$222K	Hold	1,760	–	–	0.02%	208
2023 Q4	$201K	Buy	+1,760	New	+$185K	0.02%	217

Other funds holding XLI

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

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

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

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

MIFH

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Beese Fulmer Investment Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.5% in Q2 2026, buying an estimated $31.1K and bringing the position to 2,929 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #204.

Beese Fulmer Investment Management first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Beese Fulmer Investment Management held 2,929 shares of State Street Industrial Select Sector SPDR ETF worth $543K as of Q2 2026.
Beese Fulmer Investment Management bought 179 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $31.1K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #204 holding.
Beese Fulmer Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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