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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 8.19%
1.31%
$472.407M
3.434M shares@ 137.58 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 2.39%
1.58%
$77.214M
561,268 shares@ 137.58 avg price
Deven Mitchell@Alaska Permanent Fund Corp
Recent Activity
Increased 157.56%
0.96%
$64.645M
469,906 shares@ 137.57 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Increased 45.8%
1.91%
$53.489M
388,814 shares@ 137.58 avg price
Kevin Sweeney@Biltmore Wealth Management, Llc
Recent Activity
Increased 0.52%
8.85%
$21.234M
154,353 shares@ 137.58 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 8.87%
1.38%
$20.662M
150,194 shares@ 137.57 avg price
Cory Davis@Imz Advisory Inc
Recent Activity
Increased 1.89%
8.99%
$19.704M
143,230 shares@ 137.57 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 14.8%
0.04%
$18.767M
121,850 shares@ 154.03 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 7.84%
0.17%
$16.316M
118,598 shares@ 137.58 avg price
Brian C. Rezny@Rezny Wealth Management, Inc.
Recent Activity
Increased 2.24%
3.74%
$15.222M
110,649 shares@ 137.58 avg price