XLU

Utilities Select Sector Spdr

Latest period2026 - Q2Total superinvestors174

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 174 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

SuperinvestorPortfolio %Reported Value
John Hale@Trust Asset Management Llc
Recent Activity
Increased 101.6%
1.13%
$26.323M
685,356 shares@ 38.41 avg price
Sandy Ruby@Community Trust & Investment Co
Recent Activity
Decreased -0.44%
1.45%
$27.925M
615,910 shares@ 45.34 avg price
June Adams@Trilogy Capital Inc.
Recent Activity
Increased 56.89%
0.99%
$25.337M
558,816 shares@ 45.34 avg price
THERESA HOLLAND@First Financial Bank - Trust Division
Recent Activity
Increased 3.82%
1.32%
$18.439M
406,679 shares@ 45.35 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Increased 35.51%
0.06%
$11.83M
260,911 shares@ 45.35 avg price
Matthew Wilson@Kwmg, Llc
Recent Activity
Increased 4.67%
0.81%
$11.207M
247,169 shares@ 45.34 avg price
Avigdor Kaplan / Sharon Reich@Ayalon Insurance Comp Ltd.
Recent Activity
Increased 19.63%
1.31%
$10.614M
234,088 shares@ 45.35 avg price
Kenneth J Bowen II@Toth Financial Advisory Corp
Recent Activity
Increased 3.07%
0.85%
$8.616M
190,022 shares@ 45.34 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
Increased 1.65%
0.53%
$8.584M
189,318 shares@ 45.34 avg price
ANDREW J. BARFOOT@Madison Park Capital Advisors, Llc
Recent Activity
Increased 4.46%
5.69%
$7.981M
176,015 shares@ 45.35 avg price

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