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Financial Select Sector SPDR shares owned by West Chester Capital Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by West Chester Capital Advisors from 13F filings

Historical chart of West Chester Capital Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by West Chester Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by West Chester Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 19k 53.87
2025-06-30 $1.6M 31k 52.37
2025-03-31 $1.9M 37k 49.81
2024-12-31 $822k 17k 48.33

More positions owned by West Chester Capital Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
AmeriServ Financial (ASRV)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)

View all positions for West Chester Capital Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding Financial Select Sector SPDR