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
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
New Position
0.84%
$8.941M
39,852 shares@ 224.35 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Increased 1331.25%
1.29%
$8.233M
36,697 shares@ 224.36 avg price
Mark Lazarczyk@Hudson Valley Investment Advisors Inc Adv
Recent Activity
Increased 1.02%
0.93%
$8.185M
36,482 shares@ 224.36 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
4.72%
$8.13M
36,238 shares@ 224.36 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Increased 1972.54%
1.54%
$7.982M
36,145 shares@ 220.83 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
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Increased 2.83%
0.23%
$7.842M
34,954 shares@ 224.35 avg price
Jennifer Harrington@Farmers Trust Co
Recent Activity
Decreased -1.37%
1.44%
$7.683M
34,247 shares@ 224.35 avg price
Donald E. Hodson@Financial Enhancement Group Llc
Recent Activity
New Position
1.17%
$7.596M
34,205 shares@ 222.08 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