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
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Decreased -3.05%
0.32%
$4.523M
59,757 shares@ 75.7 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Decreased -1.37%
1.91%
$4.326M
57,148 shares@ 75.7 avg price
Avigdor Kaplan / Sharon Reich@Ayalon Insurance Comp Ltd.
Recent Activity
Decreased -2.05%
1.13%
$3.645M
48,153 shares@ 75.7 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -37.12%
0.06%
$3.515M
46,441 shares@ 75.7 avg price
Evan Shorten@Paragon Financial Partners, Inc.
Recent Activity
Decreased -10.8%
2.58%
$3.422M
45,210 shares@ 75.69 avg price
Dominic DiGiacomo@Cranbrook Wealth Management, Llc
Recent Activity
Decreased -3.67%
0.79%
$3.376M
44,601 shares@ 75.69 avg price
Aryn Sands@City Center Advisors, Llc
Recent Activity
Decreased -22.16%
2.94%
$2.615M
34,548 shares@ 75.69 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -6.68%
0.26%
$2.444M
32,293 shares@ 75.69 avg price
Jason Kaplan@Howard Capital Management Group, Llc
Recent Activity
Decreased -2.22%
0.17%
$2.413M
31,876 shares@ 75.69 avg price
Donna M Ryberg@Smith Thornton Advisors Llc
Recent Activity
Decreased -0.08%
1.38%
$2.176M
28,747 shares@ 75.69 avg price