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
Jason P Edgar@Bar Harbor Wealth Management
Recent Activity
Decreased -1.86%
1.31%
$19.884M
144,538 shares@ 137.58 avg price
Cory Davis@Imz Advisory Inc
Recent Activity
Increased 1.89%
8.99%
$19.704M
143,230 shares@ 137.57 avg price
Avigdor Kaplan / Sharon Reich@Ayalon Insurance Comp Ltd.
Recent Activity
5.9%
$19.086M
138,734 shares@ 137.58 avg price
James P. Haire@Brave Asset Management Inc
Recent Activity
Decreased -0.06%
5.5%
$17.302M
125,769 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
Erin E Antill@Janney Capital Management Llc
Recent Activity
Decreased -5.06%
0.99%
$14.939M
108,594 shares@ 137.57 avg price
Breann Mataia@Kozak & Associates, Inc.
Recent Activity
Increased 23.5%
3.36%
$14.671M
105,578 shares@ 138.96 avg price
Christopher Dautrich@Stillwater Capital Advisors, Llc
Recent Activity
Increased 1.93%
1.74%
$14.03M
101,986 shares@ 137.57 avg price