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
Joseph C. Capezza, Jr.@Cove Private Wealth, Llc
Recent Activity
New Position
0.28%
$465,674
3,385 shares@ 137.57 avg price
Mark T Williams@Investrust
Recent Activity
New Position
0.13%
$447,814
3,263 shares@ 137.24 avg price
Matthew Zienty@Cardinal Point Capital Management Ulc
Recent Activity
New Position
0.07%
$379,005
2,755 shares@ 137.57 avg price
Morgan Christen@Spinnaker Investment Group, Llc
Recent Activity
New Position
0.09%
$333,057
2,421 shares@ 137.58 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
New Position
0.11%
$299,405
2,139 shares@ 139.98 avg price
KATIE SMITH@Innova Wealth Partners
Recent Activity
New Position
0.14%
$217,636
1,582 shares@ 137.58 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
New Position
0.01%
$10,181
74 shares@ 137.59 avg price
Chen Li@Goalvest Advisory Llc
Recent Activity
New Position
0.01%
$3,714
27 shares@ 137.56 avg price