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Beese Fulmer Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Beese Fulmer Investment Management’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$207K Buy
+1,306
New +$194K 0.01% 380

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Beese Fulmer Investment Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,306 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings.

831 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Beese Fulmer Investment Management held 1,306 shares of State Street Health Care Select Sector SPDR ETF worth $207K as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Beese Fulmer Investment Management position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #380 holding.
  • 831 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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