XLY

Consumer Discretionary Selt

Latest period2024 - Q4Total superinvestors233

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, 233 superinvestors own shares of Consumer Discretionary Selt (XLY), 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 Consumer Discretionary Selt (XLY), 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 Consumer Discretionary Selt (XLY) 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 Consumer Discretionary Selt (XLY) 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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -8.08%
0.81%
$289.772M
1.292M shares@ 224.36 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Decreased -2.54%
1.42%
$39.836M
177,563 shares@ 224.36 avg price
Jason P Edgar@Bar Harbor Wealth Management
Recent Activity
Decreased -0.05%
1.93%
$29.334M
130,750 shares@ 224.36 avg price
Kevin Sweeney@Biltmore Wealth Management, Llc
Recent Activity
Decreased -0.22%
9.88%
$23.706M
105,666 shares@ 224.35 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Decreased -9.12%
1.41%
$23.191M
103,371 shares@ 224.35 avg price
Cory Davis@Imz Advisory Inc
Recent Activity
Decreased -3.8%
8.88%
$19.445M
86,674 shares@ 224.36 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -80.54%
0.06%
$13.834M
61,663 shares@ 224.35 avg price
Avigdor Kaplan / Sharon Reich@Ayalon Insurance Comp Ltd.
Recent Activity
Decreased -0.61%
3.9%
$12.6M
56,163 shares@ 224.35 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Decreased -5.18%
1.56%
$10.219M
45,551 shares@ 224.35 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -0.02%
0.12%
$8.044M
35,853 shares@ 224.36 avg price