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
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -13.89%
0.06%
$2.004M
26,478 shares@ 75.69 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -1.62%
0.17%
$1.906M
25,180 shares@ 75.69 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -43.36%
0.06%
$1.862M
23,652 shares@ 78.73 avg price
Carolyn Ham@Lionsbridge Wealth Management Llc
Recent Activity
Decreased -7.39%
1.46%
$1.736M
22,933 shares@ 75.7 avg price
Ryan Gough@Perfromance Wealth Partners, Llc
Recent Activity
Decreased -1.72%
0.06%
$1.698M
22,433 shares@ 75.7 avg price
Mark Lazarczyk@Hudson Valley Investment Advisors Inc Adv
Recent Activity
Decreased -0.68%
0.2%
$1.688M
22,303 shares@ 75.69 avg price
Russell Sanderson@Hanseatic Management Services Inc
Recent Activity
Decreased -2.39%
2.11%
$1.658M
21,910 shares@ 75.7 avg price
Carla Olenchak@Peoples Financial Services Corp.
Recent Activity
Decreased -0.02%
0.71%
$1.528M
20,187 shares@ 75.69 avg price
BRIAN RALEIGH@Raleigh Capital Management Inc.
Recent Activity
Decreased -10.88%
0.55%
$1.406M
18,579 shares@ 75.69 avg price
Aryn Sands@Moulton Wealth Management, Inc
Recent Activity
Decreased -59.23%
1.08%
$1.406M
18,576 shares@ 75.7 avg price