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
Jane Michener@Relyea Zuckerberg Hanson Llc
Recent Activity
0.42%
$3.086M
13,755 shares@ 224.36 avg price
Christina Duncan@Marion Wealth Management
Recent Activity
Increased 0.52%
0.82%
$3.084M
13,745 shares@ 224.35 avg price
Laura West@West Financial Advisors, Llc
Recent Activity
New Position
0.58%
$3M
13,371 shares@ 224.36 avg price
Jacqueline Bos@Butensky & Cohen Financial Security, Inc
Recent Activity
Decreased -3.83%
0.91%
$2.874M
12,810 shares@ 224.35 avg price
Dana Grigg@Camelot Technology Advisors, Inc.
Recent Activity
Decreased -1.86%
2.56%
$2.819M
12,565 shares@ 224.35 avg price
Zack Wolf@Boltwood Capital Management
Recent Activity
Decreased -1.77%
0.83%
$2.708M
12,070 shares@ 224.35 avg price
Steve McQuade@Trust Co Of Oklahoma
Recent Activity
Increased 2.62%
0.86%
$2.671M
11,905 shares@ 224.36 avg price
Gregory Bavedas@Constitution Capital Llc
Recent Activity
Increased 4.45%
1.5%
$2.658M
11,847 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
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 8.29%
0.26%
$2.651M
11,815 shares@ 224.35 avg price