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 J. Riley@Transform Wealth, Llc
Recent Activity
New Position
0.38%
$6.806M
30,335 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@Ewg Elevate Inc.
Recent Activity
New Position
1.88%
$6.149M
27,408 shares@ 224.36 avg price
Todd Chyba@Trust Co
Recent Activity
Increased 5.13%
0.7%
$6.097M
27,176 shares@ 224.35 avg price
KATIE SMITH@Innova Wealth Partners
Recent Activity
Increased 1903.59%
3.71%
$5.889M
26,247 shares@ 224.35 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Increased 186.83%
0.64%
$5.595M
24,939 shares@ 224.35 avg price
Aryn Sands@Mission Hills Financial Advisory, Llc
Recent Activity
Increased 17.55%
4.1%
$5.275M
23,510 shares@ 224.36 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 4.12%
0.1%
$5.182M
23,096 shares@ 224.36 avg price