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
Kristina Bentzen@Paradigm, Strategies In Wealth Management, Llc
Recent Activity
Decreased -0.85%
0.35%
$525,433
6,942 shares@ 75.69 avg price
Cheung Chan@Chemistry Wealth Management Llc
Recent Activity
Decreased -8.78%
0.12%
$496,981
6,566 shares@ 75.7 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Decreased -31.72%
0.16%
$449,999
5,945 shares@ 75.7 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -91.39%
0.03%
$426,869
5,648 shares@ 75.58 avg price
Tyler Hoxie@Bangor Savings Bank
Recent Activity
Decreased -3.18%
0.04%
$402,595
5,319 shares@ 75.69 avg price
Dawn Thomason@Usa Financial Formulas
Recent Activity
Decreased -14.55%
0.07%
$386,095
5,101 shares@ 75.7 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Decreased -6.1%
0.03%
$328,013
4,334 shares@ 75.69 avg price
Brandt Sakakeeny@Rockingstone Advisors Llc
Recent Activity
Decreased -31.49%
0.14%
$314,492
4,155 shares@ 75.7 avg price
Anneliese Griego@Smith Anglin Financial, Llc
Recent Activity
Decreased -3.07%
0.03%
$309,869
4,094 shares@ 75.69 avg price
KATHLEEN VANORMER@Union Savings Bank
Recent Activity
Decreased -4.75%
0.14%
$272,630
3,602 shares@ 75.69 avg price