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
Eileen Holmes@Churchill Management Corp
Recent Activity
Increased 1.59%
0.81%
$74.138M
979,497 shares@ 75.69 avg price
Gidget Furness@Moss Adams Wealth Advisors Llc
Recent Activity
Increased 3.92%
5.78%
$54.613M
721,541 shares@ 75.69 avg price
Sandy Ruby@Community Trust & Investment Co
Recent Activity
Increased 2.82%
1.4%
$22.625M
298,923 shares@ 75.7 avg price
Aryn Sands@Mcelhenny Sheffield Capital Management, Llc
Recent Activity
Increased 0.81%
7.1%
$21.185M
279,891 shares@ 75.69 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 2.83%
0.04%
$15.846M
196,164 shares@ 80.78 avg price
Kevin Sweeney@Biltmore Wealth Management, Llc
Recent Activity
Increased 0.68%
4.87%
$11.689M
154,427 shares@ 75.69 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
Increased 4.08%
0.63%
$7.804M
103,110 shares@ 75.7 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Increased 24.11%
0.45%
$7.281M
96,200 shares@ 75.69 avg price
Jason P Edgar@Bar Harbor Wealth Management
Recent Activity
Increased 1.19%
0.39%
$5.847M
77,248 shares@ 75.69 avg price
James M Cousins@Silverleafe Capital Partners, Llc
Recent Activity
Increased 99.57%
1.72%
$5.393M
71,247 shares@ 75.69 avg price