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
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
New Position
1.48%
$10.979M
48,938 shares@ 224.35 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
New Position
0.84%
$8.941M
39,852 shares@ 224.35 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
4.72%
$8.13M
36,238 shares@ 224.36 avg price
Donald E. Hodson@Financial Enhancement Group Llc
Recent Activity
New Position
1.17%
$7.596M
34,205 shares@ 222.08 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
New Position
0.38%
$6.806M
30,335 shares@ 224.36 avg price
Aryn Sands@Ewg Elevate Inc.
Recent Activity
New Position
1.88%
$6.149M
27,408 shares@ 224.36 avg price
Kelly Pickering@Sharp Financial Services, Llc
Recent Activity
New Position
3.44%
$4.527M
20,178 shares@ 224.35 avg price
Laura West@West Financial Advisors, Llc
Recent Activity
New Position
0.58%
$3M
13,371 shares@ 224.36 avg price
Jeremiah Winters@Founders Grove Wealth Partners, Llc
Recent Activity
New Position
0.64%
$2.202M
9,814 shares@ 224.35 avg price
Aryn Sands@City Center Advisors, Llc
Recent Activity
New Position
1.58%
$1.401M
6,245 shares@ 224.36 avg price