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
Philip A. Noonan@Contravisory Investment Management, Inc.
Recent Activity
Increased 227.07%
0.12%
$531,495
7,022 shares@ 75.69 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 0.62%
0.04%
$519,330
6,861 shares@ 75.7 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 30.55%
0.03%
$494,355
6,531 shares@ 75.7 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Increased 54.96%
0.07%
$486,836
6,432 shares@ 75.69 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 0.28%
0.01%
$446,003
5,892 shares@ 75.7 avg price
Gregory Bavedas@Constitution Capital Llc
Recent Activity
Increased 12.2%
0.25%
$438,699
5,796 shares@ 75.69 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 0.34%
0.06%
$436,435
5,765 shares@ 75.71 avg price
Robert Thomas Taylor@Taylor & Morgan Wealth Management, Llc
Recent Activity
Increased 0.82%
0.29%
$412,451
5,449 shares@ 75.7 avg price
Kristen Niebuhr@Ars Investment Partners, Llc
Recent Activity
Increased 6.12%
0.04%
$391,159
5,168 shares@ 75.69 avg price
Michael Orzel@Signalpoint Asset Management, Llc
Recent Activity
Increased 5.2%
0.09%
$360,253
4,760 shares@ 75.69 avg price