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
Morgan Christen@Spinnaker Investment Group, Llc
Recent Activity
New Position
0.1%
$373,454
4,934 shares@ 75.69 avg price
Stefan Pellish@Sightline Wealth Advisors, Llc
Recent Activity
New Position
0.21%
$372,204
4,917 shares@ 75.7 avg price
KATHRYN MARSICO@Traphagen Investment Advisors Llc
Recent Activity
New Position
0.03%
$264,437
3,494 shares@ 75.69 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
New Position
0.03%
$243,985
3,223 shares@ 75.71 avg price
Timothy Monaco@Sugar Maple Asset Management, Llc
Recent Activity
New Position
0.02%
$23,388
309 shares@ 75.69 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.02%
$22,858
302 shares@ 75.69 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
New Position
0.01%
$18,923
250 shares@ 75.7 avg price
Allen A. Osgood, Jr.@Financial Freedom, Llc
Recent Activity
New Position
0.01%
$9,915
131 shares@ 75.69 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
0.01%
$4,541
60 shares@ 75.69 avg price
Kari Haanstad@Modus Advisors, Llc
Recent Activity
New Position
0.01%
$2,346
31 shares@ 75.68 avg price