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
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
Robert Kernan@Northstar Advisory Group, Llc
Recent Activity
Increased 48.44%
2.58%
$5.056M
66,798 shares@ 75.7 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Increased 124.24%
0.55%
$4.83M
63,816 shares@ 75.69 avg price
Cory Davis@Imz Advisory Inc
Recent Activity
Increased 26.61%
1.9%
$4.159M
54,944 shares@ 75.69 avg price
Brett Hobbs@Cadent Capital Advisors, Llc
Recent Activity
Increased 2.81%
1.44%
$4.133M
54,604 shares@ 75.69 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 6.39%
0.27%
$4.092M
54,064 shares@ 75.69 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 15.41%
0.05%
$3.916M
51,740 shares@ 75.69 avg price
Luther Hartwell Hodges@Waycross Investment Management Co
Recent Activity
Increased 2.54%
4.07%
$3.864M
51,056 shares@ 75.7 avg price
Steve Weinberger@Hcr Wealth Advisors
Recent Activity
Increased 0.7%
0.48%
$3.822M
50,496 shares@ 75.7 avg price