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
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
Increased 4.08%
0.63%
$7.804M
103,110 shares@ 75.7 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -0.44%
0.16%
$7.735M
102,187 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
Tom Lewis@Krilogy Financial Llc
Recent Activity
Decreased -2.55%
0.48%
$7.102M
93,836 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
Chris Ammann@Perkins Coie Trust Co
Recent Activity
Decreased -1.48%
1.2%
$5.451M
72,020 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
KATIE SMITH@Innova Wealth Partners
Recent Activity
New Position
3.29%
$5.216M
68,915 shares@ 75.69 avg price
Robert Kernan@Northstar Advisory Group, Llc
Recent Activity
Increased 48.44%
2.58%
$5.056M
66,798 shares@ 75.7 avg price
James P. Haire@Brave Asset Management Inc
Recent Activity
Decreased -1%
1.6%
$5.038M
66,567 shares@ 75.69 avg price