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Utilities SPDR shares owned by West Chester Capital Advisors

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by West Chester Capital Advisors from 13F filings

Historical chart of West Chester Capital Advisors investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities 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 Utilities SPDR by West Chester Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 14k 87.21
2025-06-30 $1.2M 14k 81.65
2025-03-31 $4.6M 58k 78.85
2024-12-31 $4.3M 57k 75.69
2023-09-30 $1.7M 30k 58.93

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 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