XLE

Energy Select Sector Spdr

Latest period2024 - Q4Total superinvestors308

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, 308 superinvestors own shares of Energy Select Sector Spdr (XLE), 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 Energy Select Sector Spdr (XLE), 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 Energy Select Sector Spdr (XLE) 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 Energy Select Sector Spdr (XLE) 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
Timothy Lyle@Cumberland Advisors Inc
Recent Activity
Decreased -0.79%
4.25%
$10.651M
124,342 shares@ 85.67 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 0.07%
0.18%
$9.855M
115,046 shares@ 85.67 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 5.04%
0.1%
$9.497M
110,872 shares@ 85.66 avg price
Luciana Roditi@Evolution Wealth Advisors, Llc
Recent Activity
Increased 27.17%
1.41%
$8.383M
97,886 shares@ 85.64 avg price
Kevin Sweeney@Biltmore Wealth Management, Llc
Recent Activity
Increased 0.78%
3.46%
$8.296M
96,845 shares@ 85.67 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -25.8%
0.04%
$8.16M
95,261 shares@ 85.66 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Increased 12.34%
0.24%
$8.155M
95,197 shares@ 85.66 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -4.95%
0.17%
$8.081M
94,340 shares@ 85.67 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 5.78%
0.44%
$8.037M
93,819 shares@ 85.67 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -2.99%
0.44%
$7.923M
89,632 shares@ 88.39 avg price