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
Steven Pardo@Graypoint Llc
Recent Activity
Increased 22.21%
0.37%
$6.045M
70,571 shares@ 85.66 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 8.89%
0.17%
$5.994M
69,979 shares@ 85.67 avg price
Andrew Ferguson@Proquility Private Wealth Partners, Llc
Recent Activity
Decreased -6.87%
1.93%
$5.981M
69,824 shares@ 85.67 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -21.36%
0.19%
$6.473M
69,418 shares@ 93.25 avg price
Erica Gulick@Ami Investment Management Inc
Recent Activity
Increased 12.8%
1.85%
$5.677M
66,278 shares@ 85.67 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 3.27%
0.53%
$5.487M
64,060 shares@ 85.66 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 389.33%
0.06%
$5.278M
61,660 shares@ 85.6 avg price
Anthony Farina@Capital Advisors Wealth Management, Llc
Recent Activity
Increased 1.17%
0.86%
$4.823M
56,301 shares@ 85.67 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Decreased -1.58%
0.34%
$4.794M
55,971 shares@ 85.66 avg price
Cory Davis@Imz Advisory Inc
Recent Activity
Decreased -13.8%
2.14%
$4.681M
54,648 shares@ 85.66 avg price