West Chester Capital Advisors, Inc Energy Sector Spdr Transaction History

West Chester Capital Advisors, Inc

  • $195 Million
  • Q3 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 5,319 shares of XLE stock, worth $489,454. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,319
Previous 23,873 77.72%
Holding current value
$489,454
Previous $2.02 Million 76.53%
% of portfolio
0.24%
Previous 1.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$84.25 - $91.99 $1.56 Million - $1.71 Million
-18,554 Reduced 77.72%
5,319 $475,000
Q2 2025

Aug 13, 2025
BUY
$76.44 - $94.13 $6,344 - $7,812
83 Added 0.35%
23,873 $2.02 Million
Q1 2025

May 14, 2025
BUY
$85.7 - $93.96 $2.04 Million - $2.24 Million
23,790 New
23,790 $2.22 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-3,000 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
3,000
3,000 $207,000

Others Institutions Holding XLE

# of Institutions
2,118
Shares Held
217M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track West Chester Capital Advisors, Inc Portfolio

Follow West Chester Capital Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Chester Capital Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on West Chester Capital Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email