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
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Decreased -5.06%
0.14%
$1.471M
17,178 shares@ 85.66 avg price
Daniel Sowa@Sowa Financial Group, Inc.
Recent Activity
Decreased -10.35%
0.88%
$1.392M
16,245 shares@ 85.69 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Decreased -5.41%
0.11%
$1.376M
16,058 shares@ 85.66 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Decreased -2.75%
0.08%
$1.3M
15,174 shares@ 85.66 avg price
Yolanda Johnson@Mechanics Bank Trust Department
Recent Activity
Decreased -0.4%
0.17%
$1.234M
14,410 shares@ 85.66 avg price
Jeffrey Watts@Watts Gwilliam & Co., Llc
Recent Activity
Decreased -11.11%
0.27%
$1.232M
14,012 shares@ 87.94 avg price
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
Decreased -2.95%
0.07%
$1.099M
12,827 shares@ 85.67 avg price
Beth P Bartlett@Chesapeake Wealth Management
Recent Activity
Decreased -1.18%
0.38%
$1.082M
12,635 shares@ 85.66 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Decreased -0.19%
0.04%
$1.057M
12,334 shares@ 85.67 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Decreased 0%
0.07%
$947,908
11,066 shares@ 85.66 avg price