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
Lawrence Hansen@Capital Planning Advisors, Llc
Recent Activity
Decreased -65.64%
0.35%
$2.237M
16,260 shares@ 137.58 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -2.89%
0.19%
$2.208M
16,049 shares@ 137.58 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Decreased -22.3%
0.08%
$2.174M
15,800 shares@ 137.57 avg price
Ryan Gough@Perfromance Wealth Partners, Llc
Recent Activity
Increased 0.75%
0.07%
$2.154M
15,654 shares@ 137.58 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -42.67%
0.12%
$2.17M
15,537 shares@ 139.64 avg price
Kristen Niebuhr@Ars Investment Partners, Llc
Recent Activity
Increased 3.89%
0.2%
$2.13M
15,481 shares@ 137.57 avg price
Daniel Cesta@Pinnacle Wealth Management Group, Inc.
Recent Activity
Increased 8.71%
1.32%
$2.108M
15,324 shares@ 137.58 avg price
Brant Kairies@Access Financial Services, Inc.
Recent Activity
Decreased -4.01%
0.94%
$2.103M
15,285 shares@ 137.57 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.18%
$2.093M
15,210 shares@ 137.62 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Increased 16.92%
0.75%
$1.881M
13,677 shares@ 137.57 avg price