West Chester Capital Advisors, Inc Utilities Sector Spdr Transaction History

West Chester Capital Advisors, Inc

  • $199 Million
  • Q2 2025

A detailed history of West Chester Capital Advisors, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, West Chester Capital Advisors, Inc holds 14,370 shares of XLU stock, worth $1.3 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
14,370
Previous 57,899 75.18%
Holding current value
$1.3 Million
Previous $4.57 Million 74.3%
% of portfolio
0.59%
Previous 2.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$73.09 - $82.77 $3.18 Million - $3.6 Million
-43,529 Reduced 75.18%
14,370 $1.17 Million
Q1 2025

May 14, 2025
BUY
$74.7 - $80.27 $59,685 - $64,135
799 Added 1.4%
57,899 $4.57 Million
Q4 2024

Feb 14, 2025
BUY
$74.89 - $82.93 $2.07 Million - $2.29 Million
27,623 Added 93.71%
57,100 $4.32 Million
Q3 2023

Nov 09, 2023
BUY
$58.83 - $68.46 $1.73 Million - $2.02 Million
29,477 New
29,477 $1.74 Million

Others Institutions Holding XLU

# of Institutions
1,625
Shares Held
153M
Call Options Held
15.4M
Put Options Held
35.8M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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