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
Keith Sanders@First United Bank & Trust
Recent Activity
Decreased -9.51%
0.1%
$270,744
3,577 shares@ 75.7 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Decreased -89.14%
0.05%
$266,980
3,527 shares@ 75.7 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Decreased -96.53%
0.05%
$256,126
3,389 shares@ 75.58 avg price
Matthew Keyes@Heritage Wealth Partners, Llc
Recent Activity
Decreased -74.61%
0.32%
$250,379
3,308 shares@ 75.69 avg price
Dana Zarnich@D.b. Root & Company, Llc
Recent Activity
Decreased -10.72%
0.08%
$239,937
3,170 shares@ 75.69 avg price
Jim Clark@Worth Asset Management, Llc
Recent Activity
Decreased -47.76%
0.13%
$226,162
2,988 shares@ 75.7 avg price
Aman Bhangu@Pacifica Partners Inc.
Recent Activity
Decreased -0.33%
0.1%
$227,643
2,985 shares@ 76.27 avg price
Michael Boyle@American National Bank & Trust
Recent Activity
Decreased -13.68%
0.02%
$176,660
2,334 shares@ 75.69 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -6.01%
0.01%
$157,284
2,078 shares@ 75.7 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
Decreased -90.19%
0.03%
$122,617
1,620 shares@ 75.69 avg price