West Chester Capital Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utilities SPDR by West Chester Capital Advisors

Quarter filed Position value Share count Share price at filing
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)
Live Oak Bancshares (LOB)
Apple (AAPL)
AmeriServ Financial (ASRV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Floatng Rat Trea (USFR)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Eli Lilly & Co. (LLY)
Ishares Tr Ishs 1-5yr Invs (IGSB)
BP Sponsored Adr (BP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Visa Com Cl A (V)

View all positions for West Chester Capital Advisors

Top funds holding Utilities SPDR

Bank of America Corporation
International Assets Investment Management
Morgan Stanley
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Envestnet Asset Management
Barclays
Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR