Ken Fisher’s SPY Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+37,254 shares
Current Position
14,939 shares
$9.95 M value

Ken Fisher's SPY Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 14.9K shares of SPDR S&P 500 ETF Trust (SPY) worth $9.95 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in SPY, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 8.8K shares. Largest reduction occurred in Q3 2013, reducing 25.4K shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's SPDR S&P 500 ETF Trust (SPY) Holding Value Over Time

Track share changes against reported price movement

Quarterly SPDR S&P 500 ETF Trust (SPY) Trades by Ken Fisher

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +37,254 Add 0.00% 37,253 $160.42
Q3 2013 -25,378 Reduce 68.12% 11,875 $168.00
Q4 2013 -2,659 Reduce 22.39% 9,216 $184.68
Q1 2014 -2,272 Reduce 24.65% 6,944 $187.07
Q2 2014 -1,307 Reduce 18.82% 5,637 $195.67
Q3 2014 -156 Reduce 2.77% 5,481 $197.04
Q4 2014 +7,536 Add 137.49% 13,017 $205.58
Q1 2015 -6,143 Reduce 47.19% 6,874 $206.43
Q2 2015 -1,028 Reduce 14.95% 5,846 $205.78
Q3 2015 -991 Reduce 16.95% 4,855 $191.56
Q4 2015 -627 Reduce 12.91% 4,228 $203.88
Q1 2016 +976 Add 23.08% 5,204 $207.72
Q2 2016 -718 Reduce 13.80% 4,486 $213.33
Q3 2016 -1,565 Reduce 34.89% 2,921 $216.36
Q4 2016 +2,430 Add 83.19% 5,351 $223.51
Q1 2017 -711 Reduce 13.29% 4,640 $235.78
Q2 2017 +6,684 Add 144.05% 11,324 $241.79
Q3 2017 -4,755 Reduce 41.99% 6,569 $251.18
Q4 2017 +5,627 Add 85.66% 12,196 $266.89
Q1 2018 -5,842 Reduce 47.90% 6,354 $263.14
Q2 2018 -423 Reduce 6.66% 5,931 $271.29
Q3 2018 +2,491 Add 42.00% 8,422 $290.79
Q4 2018 +4,857 Add 57.67% 13,279 $249.94
Q1 2019 -4,808 Reduce 36.21% 8,471 $282.49
Q2 2019 +2,052 Add 24.22% 10,523 $292.98
Q3 2019 +715 Add 6.79% 11,238 $296.76
Q4 2019 -2,126 Reduce 18.92% 9,112 $321.88
Q1 2020 -852 Reduce 9.35% 8,260 $257.75
Q2 2020 -2,850 Reduce 34.50% 5,410 $308.32
Q3 2020 +587 Add 10.85% 5,997 $335.00
Q4 2020 +4,627 Add 77.16% 10,624 $373.87
Q1 2021 -3,264 Reduce 30.72% 7,360 $396.33
Q2 2021 -1,301 Reduce 17.68% 6,059 $428.12
Q3 2021 -1,061 Reduce 17.51% 4,998 $429.17
Q4 2021 +5,965 Add 119.35% 10,963 $474.96
Q1 2022 -4,812 Reduce 43.89% 6,151 $451.63
Q2 2022 -608 Reduce 9.88% 5,543 $377.23
Q3 2022 -1,612 Reduce 29.08% 3,931 $357.16
Q4 2022 +4,835 Add 123.00% 8,766 $382.50
Q1 2023 -322 Reduce 3.67% 8,444 $409.39
Q2 2023 -1,537 Reduce 18.20% 6,907 $443.30
Q3 2023 +873 Add 12.64% 7,780 $427.50
Q4 2023 -1,970 Reduce 25.32% 5,810 $475.37
Q1 2024 +563 Add 9.69% 6,373 $523.13
Q2 2024 +223 Add 3.50% 6,596 $544.23
Q3 2024 +1,140 Add 17.28% 7,736 $573.80
Q4 2024 +3,292 Add 42.55% 11,028 $586.09
Q1 2025 +334 Add 3.03% 11,362 $559.40
Q2 2025 -5,212 Reduce 45.87% 6,150 $617.89
Q3 2025 +8,789 Add 142.91% 14,939 $666.20

Ken Fisher's SPDR S&P 500 ETF Trust Investment FAQs

Ken Fisher first purchased SPDR S&P 500 ETF Trust (SPY) in Q2 2013, acquiring 37,253 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 SPDR S&P 500 ETF Trust (SPY) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher's largest addition to SPDR S&P 500 ETF Trust (SPY) was in Q2 2013, adding 37,253 shares worth $5.98 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 14,939 shares of SPDR S&P 500 ETF Trust (SPY), valued at approximately $9.95 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, SPDR S&P 500 ETF Trust (SPY) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher's peak holding in SPDR S&P 500 ETF Trust (SPY) was 37,253 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.