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
Jonathan Manzo Cardenas@Affinity Capital Advisors, Llc
Recent Activity
Increased 13.07%
0.9%
$4.775M
54,300 shares@ 87.94 avg price
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
Decreased -1.12%
0.31%
$4.426M
51,671 shares@ 85.67 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 9.71%
0.07%
$4.424M
51,642 shares@ 85.66 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Increased 41.04%
0.22%
$4.16M
48,567 shares@ 85.66 avg price
Hannah Perez@Herbst Group, Llc
Recent Activity
Decreased -3.84%
2.53%
$4.047M
47,243 shares@ 85.67 avg price
Michael Thomas@Matrix Trust Co
Recent Activity
Decreased -11.32%
0.69%
$3.96M
46,234 shares@ 85.66 avg price
David Block@Sanders Morris Harris Llc
Recent Activity
New Position
0.6%
$3.954M
46,172 shares@ 85.65 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
0.13%
$3.991M
45,451 shares@ 87.81 avg price
Mark Frugoni@Focus Wealth Advisors, Llc
Recent Activity
Increased 0.28%
2.06%
$3.869M
45,171 shares@ 85.67 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -0.95%
0.06%
$3.774M
44,053 shares@ 85.67 avg price