Ken Fisher's SDY Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 3,273 shares of State Street SPDR S&P Dividend ETF (SDY) worth $455,556, representing 0.00% of the portfolio. First purchased in 2017-Q1, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in SDY, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 3,273 shares. Largest reduction occurred in Q1 2020, reducing 4,044 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's State Street SPDR S&P Dividend ETF (SDY) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street SPDR S&P Dividend ETF (SDY) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +3,273 | New Buy | 3,273 | $139.19 |
| Q3 2024 | -2,581 | Sold Out | 0 | $0.00 |
| Q2 2024 | +2,581 | New Buy | 2,581 | $127.19 |
| Q1 2024 | -3,083 | Sold Out | 0 | $0.00 |
| Q4 2023 | +3,083 | New Buy | 3,083 | $125.00 |
| Q4 2021 | -3,234 | Sold Out | 0 | $0.00 |
| Q3 2021 | +3,234 | New Buy | 3,234 | $117.50 |
| Q1 2020 | -4,044 | Sold Out | 0 | $0.00 |
| Q4 2019 | +1,805 | Add 80.62% | 4,044 | $107.57 |
| Q3 2019 | +2,239 | New Buy | 2,239 | $102.72 |
| Q2 2017 | -2,451 | Sold Out | 0 | $0.00 |
| Q1 2017 | +2,451 | New Buy | 2,451 | $88.13 |
Ken Fisher's State Street SPDR S&P Dividend ETF Investment FAQs
Ken Fisher first purchased State Street SPDR S&P Dividend ETF (SDY) in Q1 2017, acquiring 2,451 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held State Street SPDR S&P Dividend ETF (SDY) for 12 quarters since Q1 2017.
Ken Fisher's largest addition to State Street SPDR S&P Dividend ETF (SDY) was in Q4 2025, adding 3,273 shares worth $455,556.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 3,273 shares of State Street SPDR S&P Dividend ETF (SDY), valued at approximately $455,556.
As of the Q4 2025 filing, State Street SPDR S&P Dividend ETF (SDY) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in State Street SPDR S&P Dividend ETF (SDY) was 4,044 shares, as reported at the end of Q4 2019.