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Beese Fulmer Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Beese Fulmer Investment Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297K Buy
6,553
+283
+5% +$12.8K 0.02% 302
2026
Q1 		$288K Buy
6,270
+2
+0% +$90 0.02% 318
2025
Q4 		$268K Sell
6,268
-64
-1% -$2.83K 0.02% 316
2025
Q3 		$276K Buy
6,332
+2
+0% +$85 0.02% 245
2025
Q2 		$258K Buy
6,330
+176
+3% +$7.01K 0.02% 250
2025
Q1 		$243K Buy
+6,154
New +$240K 0.02% 217

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

Beese Fulmer Investment Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.5% in Q2 2026, buying an estimated $12.8K and bringing the position to 6,553 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #302.

Beese Fulmer Investment Management first reported a position in XLU in Q1 2025 and has held it in 6 quarters since. 704 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Beese Fulmer Investment Management held 6,553 shares of State Street Utilities Select Sector SPDR ETF worth $297K as of Q2 2026.
  • Beese Fulmer Investment Management bought 283 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $12.8K.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #302 holding.
  • Beese Fulmer Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • 704 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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