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
Melissa Phillips@Eagle Wealth Strategies Llc
Recent Activity
Increased 2.07%
6.2%
$8.548M
62,133 shares@ 137.57 avg price
Matthew Wilson@Kwmg, Llc
Recent Activity
Increased 18.51%
0.83%
$7.999M
58,144 shares@ 137.58 avg price
Mark Lazarczyk@Hudson Valley Investment Advisors Inc Adv
Recent Activity
Increased 0.78%
0.9%
$7.88M
57,283 shares@ 137.57 avg price
Gregory Bavedas@Constitution Capital Llc
Recent Activity
Increased 5.5%
4.4%
$7.834M
56,949 shares@ 137.58 avg price
Jason Kaplan@Howard Capital Management Group, Llc
Recent Activity
Increased 0.41%
0.53%
$7.613M
55,337 shares@ 137.57 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Decreased -69.17%
0.69%
$7.379M
53,640 shares@ 137.58 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Decreased -0.52%
0.22%
$7.204M
52,363 shares@ 137.58 avg price
Nick Ng@Liberty One Investment Management, Llc
Recent Activity
Decreased -0.85%
0.69%
$6.349M
46,151 shares@ 137.57 avg price
Kristen L. Hanley@Cmh Wealth Management Llc
Recent Activity
Increased 3.46%
1.44%
$6.247M
45,411 shares@ 137.58 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Decreased -20.06%
0.43%
$6.108M
44,399 shares@ 137.57 avg price