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
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Exited
0%
$266,501
1,730 shares@ 154.05 avg price
Kelly Pickering@Sharp Financial Services, Llc
Recent Activity
Exited
0%
$227,180
1,475 shares@ 154.03 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Exited
0%
$222,332
1,444 shares@ 153.97 avg price
Anthony Farina@Capital Advisors Wealth Management, Llc
Recent Activity
Exited
0%
$220,463
1,431 shares@ 154.07 avg price
Kim Jamieson@Galvin, Gaustad & Stein, Llc
Recent Activity
Exited
0%
$220,403
1,431 shares@ 154.03 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Exited
0%
$218,103
1,416 shares@ 154.03 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Exited
0%
$215,474
1,399 shares@ 154.03 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Exited
0%
$206,387
1,340 shares@ 154.03 avg price
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Exited
0%
$128,145
832 shares@ 154.03 avg price
David Childs@Spartan Planning & Wealth Management
Recent Activity
Exited
0%
$111,013
814 shares@ 136.38 avg price