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
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 7.39%
0.12%
$2.179M
9,714 shares@ 224.35 avg price
Erin E Antill@Janney Capital Management Llc
Recent Activity
Increased 5.58%
0.15%
$2.147M
9,569 shares@ 224.38 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 11.69%
0.21%
$1.96M
8,735 shares@ 224.35 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 1.51%
0.2%
$1.842M
8,210 shares@ 224.37 avg price
Brad Van Aken@Agate Pass Investment Management, Llc
Recent Activity
Increased 177.69%
0.8%
$1.756M
7,828 shares@ 224.36 avg price
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Increased 1.44%
0.62%
$1.718M
7,696 shares@ 223.24 avg price
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
Increased 1.13%
0.27%
$1.708M
7,615 shares@ 224.34 avg price
Theresa Fanning@Clarus Wealth Advisors
Recent Activity
Increased 3.14%
0.8%
$1.602M
7,212 shares@ 222.07 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Increased 115.87%
0.6%
$1.496M
6,668 shares@ 224.35 avg price
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Increased 4.63%
0.19%
$1.483M
6,610 shares@ 224.35 avg price