XLU

Utilities Select Sector Spdr

Latest period2024 - Q4Total superinvestors232

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, 232 superinvestors own shares of Utilities Select Sector Spdr (XLU), 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 Utilities Select Sector Spdr (XLU), 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 Utilities Select Sector Spdr (XLU) 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 Utilities Select Sector Spdr (XLU) 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
Helen Halloran@Wela Strategies, Inc.
Recent Activity
New Position
3.19%
$7.379M
118,421 shares@ 62.31 avg price
KATIE SMITH@Innova Wealth Partners
Recent Activity
New Position
3.29%
$5.216M
68,915 shares@ 75.69 avg price
Dan Mohr@Retireful, Llc
Recent Activity
New Position
1.49%
$2.633M
34,793 shares@ 75.69 avg price
Wren Green@Floyd Financial Group Llc
Recent Activity
New Position
1.19%
$1.448M
19,155 shares@ 75.59 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
New Position
0.37%
$922,661
12,190 shares@ 75.69 avg price
Eric B. Parsons@St. Louis Financial Planners Asset Management, Llc
Recent Activity
New Position
0.59%
$809,070
10,689 shares@ 75.7 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
New Position
0.03%
$507,980
6,711 shares@ 75.7 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
New Position
0.07%
$518,740
6,422 shares@ 80.78 avg price
Stefan Pellish@Sightline Wealth Advisors, Llc
Recent Activity
New Position
0.21%
$372,204
4,917 shares@ 75.7 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
New Position
0.03%
$243,985
3,223 shares@ 75.71 avg price