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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
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

Goldman Sachs Group
Bank of America Corporation
Citadel Advisors
UBS Group
Wells Fargo & Company
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Citigroup
Healthcare Of Ontario Pension Plan Trust Fund
Jpmorgan Chase & Co
Wolverine Trading
Raymond James & Associates
Factory Mutual Insurance Company
Branch Banking & Trust Company

View all funds holding Utilities SPDR