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
Crystal Kelly@Sterling Investment Management, Llc
Recent Activity
Decreased -26.47%
0.23%
$282,905
1,261 shares@ 224.35 avg price
Michael Boyle@American National Bank & Trust
Recent Activity
Decreased -9.51%
0.04%
$277,297
1,236 shares@ 224.36 avg price
Gidget Furness@Moss Adams Wealth Advisors Llc
Recent Activity
Decreased -5.23%
0.03%
$275,951
1,230 shares@ 224.36 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Decreased -4.4%
0.01%
$267,718
1,193 shares@ 224.41 avg price
Aryn Sands@Sebold Capital Management, Inc.
Recent Activity
Decreased -0.16%
0.18%
$264,285
1,178 shares@ 224.36 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Decreased -2.15%
0.01%
$244,600
1,090 shares@ 224.41 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Decreased -10.55%
0.11%
$243,382
1,085 shares@ 224.32 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
Decreased -0.58%
0.06%
$153,231
683 shares@ 224.35 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Decreased -3.81%
0.01%
$56,537
252 shares@ 224.36 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
Decreased -14.17%
0.01%
$24,530
109 shares@ 225.05 avg price