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
Christine Drisco@New Harbor Financial Group, Llc
Recent Activity
Exited
0%
$10.965M
71,191 shares@ 154.03 avg price
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
Exited
0%
$8.855M
57,495 shares@ 154.03 avg price
Bryan Kupchik@Capstone Wealth Management Group, Llc
Recent Activity
Exited
0%
$4.776M
31,012 shares@ 154.02 avg price
Donald E. Hodson@Financial Enhancement Group Llc
Recent Activity
Exited
0%
$3.476M
26,562 shares@ 130.86 avg price
Nathaniel Donohue@Consilio Wealth Advisors, Llc
Recent Activity
Exited
0%
$3.748M
24,337 shares@ 154.02 avg price
Donna M Ryberg@Smith Thornton Advisors Llc
Recent Activity
Exited
0%
$3.311M
21,497 shares@ 154.03 avg price
Jim Clark@Worth Asset Management, Llc
Recent Activity
Exited
0%
$1.23M
7,988 shares@ 154.02 avg price
Collin Randall@Bennett Associates Wealth Management
Recent Activity
Exited
0%
$1.17M
7,594 shares@ 154.02 avg price
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
Exited
0%
$836,175
5,429 shares@ 154.03 avg price
Donald O. Dempster@Dlk Investment Management, Llc
Recent Activity
Exited
0%
$800,288
5,196 shares@ 154.03 avg price