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
Beth P Bartlett@Chesapeake Wealth Management
Recent Activity
Decreased -4.35%
0.86%
$2.499M
11,139 shares@ 224.35 avg price
Tamar Stubbs@Magnolia Capital Management Ltd
Recent Activity
1.95%
$2.45M
10,921 shares@ 224.34 avg price
Aryn Sands@Moulton Wealth Management, Inc
Recent Activity
Increased 109.98%
1.84%
$2.394M
10,669 shares@ 224.36 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Decreased -2.33%
0.03%
$2.384M
10,625 shares@ 224.42 avg price
Paul S. Cantor@Beech Hill Advisors, Inc.
Recent Activity
Increased 0.78%
0.89%
$2.37M
10,563 shares@ 224.35 avg price
Hannah Perez@Herbst Group, Llc
Recent Activity
Increased 3.87%
1.42%
$2.269M
10,115 shares@ 224.36 avg price
Yolanda Johnson@Mechanics Bank Trust Department
Recent Activity
Decreased -8.17%
0.3%
$2.239M
9,981 shares@ 224.35 avg price
Jeremiah Winters@Founders Grove Wealth Partners, Llc
Recent Activity
New Position
0.64%
$2.202M
9,814 shares@ 224.35 avg price
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