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
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 2.26%
0.08%
$1.344M
5,992 shares@ 224.36 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Increased 12.3%
0.08%
$1.296M
5,871 shares@ 220.81 avg price
Brian May@Smith Salley Wealth Management
Recent Activity
Increased 67.47%
0.09%
$1.29M
5,749 shares@ 224.35 avg price
Gerardo Martinez@Mirador Capital Partners Lp
Recent Activity
Increased 5.06%
0.23%
$1.246M
5,554 shares@ 224.36 avg price
Christopher Casanega@Sharper & Granite Llc
Recent Activity
Increased 12.75%
0.49%
$1.112M
4,955 shares@ 224.36 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Increased 41.49%
0.06%
$1.064M
4,741 shares@ 224.36 avg price
Carmen Laster@Regent Peak Wealth Advisors Llc
Recent Activity
Increased 100%
0.12%
$997,460
4,446 shares@ 224.35 avg price
Jim Clark@Worth Asset Management, Llc
Recent Activity
Increased 306.87%
0.52%
$971,211
4,329 shares@ 224.35 avg price
Daniel McLaughlin@Aafmaa Wealth Management & Trust Llc
Recent Activity
Increased 1.54%
0.42%
$952,141
4,244 shares@ 224.35 avg price
Brandt Sakakeeny@Rockingstone Advisors Llc
Recent Activity
Increased 5.75%
0.42%
$928,809
4,140 shares@ 224.35 avg price