Beese Fulmer Investment Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$258K	Buy	3,165 +88	+3%	+$7.19K	0.02%	250
2025 Q1	$243K	Buy	+3,077	New	+$243K	0.02%	217