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
JULIET CRANK@First Financial Bank - Trust Division
Recent Activity
Decreased -1.62%
1.38%
$14.746M
194,819 shares@ 75.7 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -76.24%
0.06%
$13.807M
182,409 shares@ 75.7 avg price
John Hale@Trust Asset Management Llc
Recent Activity
1.01%
$12.803M
169,157 shares@ 75.69 avg price
Kevin Sweeney@Biltmore Wealth Management, Llc
Recent Activity
Increased 0.68%
4.87%
$11.689M
154,427 shares@ 75.69 avg price
Helen Halloran@Wela Strategies, Inc.
Recent Activity
New Position
3.19%
$7.379M
118,421 shares@ 62.31 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 5.68%
0.19%
$8.205M
108,403 shares@ 75.7 avg price
Matthew Wilson@Kwmg, Llc
Recent Activity
Decreased -0.87%
0.84%
$8.096M
106,964 shares@ 75.7 avg price
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