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
Steve McQuade@Trust Co Of Oklahoma
Recent Activity
Increased 4.29%
1.09%
$3.395M
44,853 shares@ 75.69 avg price
Shawn Fischman@Fny Investment Advisers, Llc
Recent Activity
Increased 2641.65%
1.61%
$3.104M
41,015 shares@ 75.68 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Increased 6.55%
0.13%
$2.792M
36,884 shares@ 75.69 avg price
Laura West@West Financial Advisors, Llc
Recent Activity
Increased 9.28%
0.53%
$2.744M
36,252 shares@ 75.7 avg price
Justin A. Leveille@Corundum Group, Inc.
Recent Activity
Increased 58.16%
1%
$2.673M
35,321 shares@ 75.69 avg price
Christina Walsh@Alpha Cubed Investments, Llc
Recent Activity
Increased 178.45%
0.11%
$2.309M
30,506 shares@ 75.7 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Increased 0.3%
0.1%
$2.293M
30,301 shares@ 75.69 avg price
Diana Blair@Sage Capital Advisors,llc
Recent Activity
Increased 0.66%
0.59%
$2.251M
29,734 shares@ 75.7 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 1.01%
0.08%
$2.176M
28,743 shares@ 75.7 avg price
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
Increased 9.4%
0.34%
$2.162M
28,563 shares@ 75.69 avg price