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
JOSEPH STOCK@Lake Street Private Wealth, Llc
Recent Activity
Decreased -3.33%
0.08%
$462,299
2,061 shares@ 224.31 avg price
Kim Jamieson@Galvin, Gaustad & Stein, Llc
Recent Activity
Decreased -26.25%
0.05%
$457,378
2,039 shares@ 224.32 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
Decreased -1.37%
0.05%
$435,204
1,940 shares@ 224.34 avg price
Dave P. Cleveland@Lvm Capital Management Ltd Mi
Recent Activity
Decreased -2.64%
0.05%
$413,000
1,843 shares@ 224.1 avg price
Scott Hemmann@Consolidated Capital Management, Llc
Recent Activity
Decreased -3.61%
0.17%
$377,133
1,681 shares@ 224.36 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Decreased -6.93%
0.03%
$376,234
1,677 shares@ 224.35 avg price
Chris Marks@Olistico Wealth, Llc
Recent Activity
Decreased -2.89%
0.22%
$368,127
1,641 shares@ 224.34 avg price
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
Recent Activity
Decreased -19.08%
0.05%
$330,813
1,475 shares@ 224.28 avg price
Carla Olenchak@Peoples Financial Services Corp.
Recent Activity
Decreased -1.2%
0.15%
$311,620
1,389 shares@ 224.35 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Decreased -82.53%
0.09%
$306,462
1,366 shares@ 224.35 avg price