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Utilities SPDR shares owned by Beese Fulmer Investment Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Beese Fulmer Investment Management from 13F filings

Historical chart of Beese Fulmer Investment Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Beese Fulmer Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Beese Fulmer Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 3.2k 87.20
2025-06-30 $259k 3.2k 81.66
2025-03-31 $243k 3.1k 78.85

More positions owned by Beese Fulmer Investment Management

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Broadcom Stock (AVGO)
Amazon Stock (AMZN)
Mastercard Incorporated Cl A Stock (MA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Oreilly Automotive Stock (ORLY)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Rtx Corporation Stock (RTX)
Costco Wholesale Corporation Stock (COST)
Meta Platforms Inc Cl A Stock (META)
Johnson & Johnson Stock (JNJ)
Tjx Cos Stock (TJX)

View all positions for Beese Fulmer Investment Management

Top funds holding Utilities SPDR

Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
UBS Group
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings

View all funds holding Utilities SPDR