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
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
Decreased -0.74%
0.63%
$2.96M
21,513 shares@ 137.58 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -0.98%
0.04%
$2.742M
19,933 shares@ 137.57 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Decreased -3.77%
0.03%
$2.735M
19,883 shares@ 137.57 avg price
Tamar Stubbs@Magnolia Capital Management Ltd
Recent Activity
Decreased -1.82%
2.18%
$2.735M
19,879 shares@ 137.59 avg price
Katie Leung@Grassi Investment Management
Recent Activity
Decreased -0.87%
0.23%
$2.636M
19,158 shares@ 137.6 avg price
Beth P Bartlett@Chesapeake Wealth Management
Recent Activity
Decreased -3.65%
0.89%
$2.583M
18,777 shares@ 137.57 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Decreased -5.24%
0.26%
$2.517M
18,297 shares@ 137.57 avg price
Zack Wolf@Boltwood Capital Management
Recent Activity
Decreased -0.55%
0.77%
$2.507M
18,221 shares@ 137.57 avg price
Aryn Sands@Moulton Wealth Management, Inc
Recent Activity
Decreased -29.52%
1.91%
$2.486M
18,070 shares@ 137.57 avg price
Lawrence Hansen@Capital Planning Advisors, Llc
Recent Activity
Decreased -65.64%
0.35%
$2.237M
16,260 shares@ 137.58 avg price