XLU

Utilities Select Sector Spdr

Latest period2024 - Q4Total superinvestors232

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Michael McComb@Arkadios Wealth Advisors Recent Activity Increased 10.42%	0.08%	$1.367M 18,058 shares@ 75.69 avg price	Increased 10.42%
Christopher Dautrich@Stillwater Capital Advisors, Llc Recent Activity Increased 4.18%	0.17%	$1.319M 17,425 shares@ 75.7 avg price	Increased 4.18%
Sheri M. Cuff@Certified Advisory Corp Recent Activity Increased 1.94%	0.14%	$1.28M 16,914 shares@ 75.69 avg price	Increased 1.94%
Gary Wagner@Carnegie Investment Counsel Recent Activity Increased 0.67%	0.04%	$1.264M 16,696 shares@ 75.69 avg price	Increased 0.67%
Eric Hamilton@Avior Wealth Management, Llc Recent Activity Increased 1.21%	0.05%	$1.257M 16,606 shares@ 75.7 avg price	Increased 1.21%
Raymond P Dean@Harbor Investment Advisory, Llc Recent Activity Increased 1.82%	0.12%	$1.254M 16,570 shares@ 75.69 avg price	Increased 1.82%
Michael Anderson@Private Wealth Group, Llc Recent Activity Increased 1.46%	0.58%	$1.174M 15,508 shares@ 75.7 avg price	Increased 1.46%
Ashleigh Swayze@Grandview Asset Management Llc Recent Activity Increased 223.56%	0.44%	$1.172M 15,482 shares@ 75.71 avg price	Increased 223.56%
Daniel Baumgartner@Terra Nova Asset Management Llc Recent Activity Increased 0.62%	0.87%	$1.141M 15,073 shares@ 75.69 avg price	Increased 0.62%
Christina Duncan@Psi Advisors, Llc Recent Activity Increased 1.77%	0.27%	$880,645 11,635 shares@ 75.69 avg price	Increased 1.77%