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
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
0.53%
$1.209M
5,475 shares@ 220.83 avg price
Robert Kernan@Northstar Advisory Group, Llc
Recent Activity
New Position
0.48%
$933,745
4,162 shares@ 224.36 avg price
LINDE MURPHY@M.e. Allison & Co., Inc.
Recent Activity
New Position
0.65%
$584,367
2,605 shares@ 224.33 avg price
Michael Hemberger@Delta Capital Management Llc
Recent Activity
New Position
0.3%
$516,000
2,300 shares@ 224.35 avg price
Brandon Smith@Flywheel Private Wealth Llc
Recent Activity
New Position
0.46%
$500,343
2,230 shares@ 224.37 avg price
Matthew Wilson@Kwmg, Llc
Recent Activity
New Position
0.06%
$494,019
2,202 shares@ 224.36 avg price
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
0.26%
$495,470
2,180 shares@ 227.28 avg price
Dawn Thomason@Usa Financial Formulas
Recent Activity
New Position
0.07%
$439,726
1,960 shares@ 224.35 avg price
Richard Thomas Loria@Mps Loria Financial Planners, Llc
Recent Activity
New Position
0.1%
$329,555
1,469 shares@ 224.34 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
New Position
0.04%
$220,989
985 shares@ 224.36 avg price