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
Janelle Phillips@Adirondack Trust Co
Recent Activity
Decreased -0.48%
0.26%
$655,623
4,766 shares@ 137.57 avg price
JOSEPH STOCK@Lake Street Private Wealth, Llc
Recent Activity
Decreased -35.87%
0.11%
$644,667
4,686 shares@ 137.58 avg price
Michael Boyle@American National Bank & Trust
Recent Activity
Decreased -2.24%
0.07%
$624,018
4,536 shares@ 137.58 avg price
Ashleigh Swayze@San Luis Wealth Advisors Llc
Recent Activity
Decreased -3.57%
0.12%
$586,000
4,258 shares@ 137.63 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Decreased -14.73%
0.18%
$516,634
3,755 shares@ 137.59 avg price
Peter N. Bunitsky@Burns J W & Co Inc Ny
Recent Activity
Decreased -4.66%
0.07%
$494,714
3,596 shares@ 137.58 avg price
Tom Deck@Bricktown Capital, Llc
Recent Activity
Decreased -65.3%
0.11%
$489,474
3,558 shares@ 137.57 avg price
Colleen Kelly@Fortis Advisors, Llc
Recent Activity
Decreased -4.85%
0.32%
$479,457
3,485 shares@ 137.58 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Decreased -5.68%
0.1%
$479,225
3,432 shares@ 139.64 avg price
MICHELLE ELDRIDGE@Jackson Square Capital, Llc
Recent Activity
Decreased -0.87%
0.11%
$436,647
3,174 shares@ 137.57 avg price