XLE

Energy Select Sector Spdr

Latest period2024 - Q4Total superinvestors308

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Greg Lowe@Lowe Wealth Advisors, Llc Recent Activity Increased 2.59%	0.86%	$2.01M 23,468 shares@ 85.66 avg price	Increased 2.59%
Richard Buchan@180 Wealth Advisors, Llc Recent Activity Increased 20.21%	0.31%	$1.966M 22,948 shares@ 85.67 avg price	Increased 20.21%
Zack Wolf@Boltwood Capital Management Recent Activity Increased 0.38%	0.6%	$1.949M 22,753 shares@ 85.67 avg price	Increased 0.38%
Todd Chyba@Trust Co Recent Activity Increased 2.79%	0.2%	$1.741M 20,319 shares@ 85.66 avg price	Increased 2.79%
Nathan Deets@Advisors Management Group Inc Adv Recent Activity Increased 6.94%	0.41%	$1.725M 20,142 shares@ 85.65 avg price	Increased 6.94%
Christopher Casanega@Sharper & Granite Llc Recent Activity Increased 12.58%	0.74%	$1.66M 19,376 shares@ 85.67 avg price	Increased 12.58%
Collin Randall@Bennett Associates Wealth Management Recent Activity Increased 3.67%	1.37%	$1.648M 19,242 shares@ 85.67 avg price	Increased 3.67%
LORRAINE E. HAVERLEY@Peak Financial Advisors Llc Recent Activity Increased 4.48%	0.83%	$1.581M 18,457 shares@ 85.66 avg price	Increased 4.48%
Jacqueline Bos@Butensky & Cohen Financial Security, Inc Recent Activity Increased 4.23%	0.49%	$1.535M 17,914 shares@ 85.66 avg price	Increased 4.23%
Christina Duncan@Marion Wealth Management Recent Activity Increased 2.33%	0.41%	$1.525M 17,800 shares@ 85.66 avg price	Increased 2.33%