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
Zack Wolf@Boltwood Capital Management
Recent Activity
Decreased -1.77%
0.83%
$2.708M
12,070 shares@ 224.35 avg price
Allen A. Osgood, Jr.@Financial Freedom, Llc
Recent Activity
Decreased -2.35%
1.4%
$2.654M
11,828 shares@ 224.36 avg price
Beth P Bartlett@Chesapeake Wealth Management
Recent Activity
Decreased -4.35%
0.86%
$2.499M
11,139 shares@ 224.35 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Decreased -2.33%
0.03%
$2.384M
10,625 shares@ 224.42 avg price
Yolanda Johnson@Mechanics Bank Trust Department
Recent Activity
Decreased -8.17%
0.3%
$2.239M
9,981 shares@ 224.35 avg price
Tyler Hoxie@Bangor Savings Bank
Recent Activity
Decreased -3.53%
0.19%
$1.957M
8,723 shares@ 224.35 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Decreased -0.41%
0.15%
$1.893M
8,439 shares@ 224.36 avg price
Kristen Niebuhr@Ars Investment Partners, Llc
Recent Activity
Decreased -7.16%
0.17%
$1.887M
8,410 shares@ 224.36 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -1.74%
0.07%
$1.882M
8,389 shares@ 224.38 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -57.07%
0.03%
$1.69M
7,531 shares@ 224.36 avg price