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
Jennifer Harrington@Farmers Trust Co
Recent Activity
Decreased -1.37%
1.44%
$7.683M
34,247 shares@ 224.35 avg price
James P. Haire@Brave Asset Management Inc
Recent Activity
Decreased -1.42%
2.41%
$7.581M
33,790 shares@ 224.36 avg price
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
Decreased -0.86%
0.45%
$6.473M
28,851 shares@ 224.36 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -1.2%
0.15%
$6.326M
28,198 shares@ 224.35 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Decreased -1.96%
0.27%
$6.224M
27,743 shares@ 224.36 avg price
Aryn Sands@Kennicott Capital Management Llc
Recent Activity
Decreased -2.11%
2.47%
$4.791M
21,357 shares@ 224.35 avg price
Jason Kaplan@Howard Capital Management Group, Llc
Recent Activity
Decreased -3.18%
0.31%
$4.396M
19,596 shares@ 224.35 avg price
Luciana Roditi@Evolution Wealth Advisors, Llc
Recent Activity
Decreased -0.08%
0.6%
$3.585M
15,979 shares@ 224.36 avg price
Jacqueline Bos@Butensky & Cohen Financial Security, Inc
Recent Activity
Decreased -3.83%
0.91%
$2.874M
12,810 shares@ 224.35 avg price
Dana Grigg@Camelot Technology Advisors, Inc.
Recent Activity
Decreased -1.86%
2.56%
$2.819M
12,565 shares@ 224.35 avg price