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
Aryn Sands@Kennicott Capital Management Llc
Recent Activity
Decreased -2.11%
2.47%
$4.791M
21,357 shares@ 224.35 avg price
Kelly Pickering@Sharp Financial Services, Llc
Recent Activity
New Position
3.44%
$4.527M
20,178 shares@ 224.35 avg price
Jason Kaplan@Howard Capital Management Group, Llc
Recent Activity
Decreased -3.18%
0.31%
$4.396M
19,596 shares@ 224.35 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 3.27%
0.16%
$4.362M
19,442 shares@ 224.35 avg price
Frank Anastasi@Neville Rodie & Shaw Inc
Recent Activity
0.31%
$4.249M
18,940 shares@ 224.35 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Increased 116.93%
0.22%
$4.147M
18,486 shares@ 224.35 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 3.94%
0.12%
$3.843M
17,000 shares@ 226.05 avg price
Luciana Roditi@Evolution Wealth Advisors, Llc
Recent Activity
Decreased -0.08%
0.6%
$3.585M
15,979 shares@ 224.36 avg price
Daniel Baumgartner@Terra Nova Asset Management Llc
Recent Activity
Increased 0.45%
2.72%
$3.564M
15,887 shares@ 224.36 avg price
Chad Soukup@Jvl Associates Llc
Recent Activity
1.26%
$3.317M
14,787 shares@ 224.35 avg price