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
David J. Yvars@David J Yvars Group
Recent Activity
Increased 0.23%
0.53%
$860,393
11,360 shares@ 75.74 avg price
Zack Wolf@Boltwood Capital Management
Recent Activity
Increased 0.58%
0.26%
$831,297
10,983 shares@ 75.69 avg price
Gerardo Martinez@Mirador Capital Partners Lp
Recent Activity
Increased 5.78%
0.15%
$796,032
10,517 shares@ 75.7 avg price
Gordon C. Haave@Financial & Tax Architects, Llc
Recent Activity
Increased 8.13%
0.21%
$788,765
10,421 shares@ 75.69 avg price
Dana Grigg@Camelot Technology Advisors, Inc.
Recent Activity
Increased 0.99%
0.72%
$786,707
10,394 shares@ 75.69 avg price
Mark Buchanan@Ern Financial, Llc
Recent Activity
Increased 18.14%
0.12%
$772,653
10,208 shares@ 75.7 avg price
Rana Choubah@Meridian Financial, Llc
Recent Activity
Increased 9.74%
0.53%
$759,900
10,039 shares@ 75.7 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 3.08%
0.08%
$698,476
9,228 shares@ 75.7 avg price
John Salomon@J2 Capital Management Inc
Recent Activity
Increased 47.7%
0.63%
$670,765
8,862 shares@ 75.7 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 20.21%
0.06%
$616,306
8,143 shares@ 75.69 avg price