West Chester Capital Advisors, Inc Energy Sector Spdr Transaction History
West Chester Capital Advisors, Inc
- $199 Million
- Q2 2025
A detailed history of West Chester Capital Advisors, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, West Chester Capital Advisors, Inc holds 23,873 shares of XLE stock, worth $2.03 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
23,873
Previous 23,790
0.35%
Holding current value
$2.03 Million
Previous $2.22 Million
8.95%
% of portfolio
1.01%
Previous 1.3%
Shares
4 transactions
Others Institutions Holding XLE
# of Institutions
2,118Shares Held
458MCall Options Held
59.2MPut Options Held
118M-
Kingstone Capital Partners Texas, LLC Frisco, TX223MShares$19 Billion3.11% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$2.27 Billion0.17% of portfolio
-
Morgan Stanley New York, NY18.1MShares$1.54 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$1.26 Billion0.27% of portfolio
-
Goldman Sachs Group Inc New York, NY12.8MShares$1.09 Billion0.15% of portfolio