XLV

Health Care Select Sector

Latest period2024 - Q4Total superinvestors289

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 289 superinvestors own shares of Health Care Select Sector (XLV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Health Care Select Sector (XLV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Health Care Select Sector (XLV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Health Care Select Sector (XLV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.18%
$2.093M
15,210 shares@ 137.62 avg price
Jeremiah Winters@Founders Grove Wealth Partners, Llc
Recent Activity
New Position
0.52%
$1.778M
12,921 shares@ 137.58 avg price
Shawn Fischman@Fny Investment Advisers, Llc
Recent Activity
New Position
0.71%
$1.355M
9,855 shares@ 137.5 avg price
Brandon Smith@Flywheel Private Wealth Llc
Recent Activity
New Position
1.11%
$1.201M
8,733 shares@ 137.57 avg price
Kristie R. Furseth@Bowman & Co S.c.
Recent Activity
New Position
0.56%
$1.072M
7,789 shares@ 137.6 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
New Position
0.09%
$1.034M
7,408 shares@ 139.65 avg price
Michael Hemberger@Delta Capital Management Llc
Recent Activity
New Position
0.55%
$963,000
7,000 shares@ 137.58 avg price
LINDE MURPHY@M.e. Allison & Co., Inc.
Recent Activity
New Position
0.73%
$653,554
4,752 shares@ 137.54 avg price
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
0.29%
$556,095
3,956 shares@ 140.58 avg price
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
0.23%
$517,249
3,704 shares@ 139.65 avg price