Ken Fisher's XLE Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 65,132 shares of State Street Energy Select Sector SPDR ETF (XLE) worth $5.82 M, representing 0.00% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in XLE, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2019, adding 1.06 M shares. Largest reduction occurred in Q3 2019, reducing 1.04 M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's State Street Energy Select Sector SPDR ETF (XLE) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Energy Select Sector SPDR ETF (XLE) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2015 | +9,628 | New Buy | 9,628 | $61.18 |
| Q4 2015 | +5,283 | Add 54.87% | 14,911 | $60.29 |
| Q1 2016 | -9,252 | Reduce 62.05% | 5,659 | $63.62 |
| Q2 2016 | -5,659 | Sold Out | 0 | $0.00 |
| Q2 2017 | +39,288 | New Buy | 39,288 | $64.93 |
| Q3 2017 | -39,288 | Sold Out | 0 | $0.00 |
| Q2 2018 | +4,607 | New Buy | 4,607 | $75.97 |
| Q3 2018 | +1,202 | Add 26.09% | 5,809 | $75.74 |
| Q4 2018 | +156,575 | Add 2695.39% | 162,384 | $57.35 |
| Q1 2019 | -152,688 | Reduce 94.03% | 9,696 | $66.11 |
| Q2 2019 | +1.06 M | Add 10882.00% | 1.06 M | $63.71 |
| Q3 2019 | -1.04 M | Reduce 97.71% | 24,399 | $59.18 |
| Q4 2019 | +103,071 | Add 422.44% | 127,470 | $60.04 |
| Q1 2020 | -74,984 | Reduce 58.82% | 52,486 | $29.06 |
| Q2 2020 | -21,793 | Reduce 41.52% | 30,693 | $37.86 |
| Q3 2020 | +5,142 | Add 16.75% | 35,835 | $29.94 |
| Q4 2020 | +26,470 | Add 73.87% | 62,305 | $37.89 |
| Q1 2021 | +3,924 | Add 6.30% | 66,229 | $49.06 |
| Q2 2021 | +1,948 | Add 2.94% | 68,177 | $53.87 |
| Q3 2021 | -5,621 | Reduce 8.24% | 62,556 | $52.10 |
| Q4 2021 | +2,378 | Add 3.80% | 64,934 | $55.50 |
| Q1 2022 | -26,207 | Reduce 40.36% | 38,727 | $76.43 |
| Q2 2022 | -341 | Reduce 0.88% | 38,386 | $71.51 |
| Q3 2022 | -542 | Reduce 1.41% | 37,844 | $72.03 |
| Q4 2022 | -3,467 | Reduce 9.16% | 34,377 | $87.47 |
| Q1 2023 | -1,876 | Reduce 5.46% | 32,501 | $82.83 |
| Q2 2023 | -119 | Reduce 0.37% | 32,382 | $81.17 |
| Q3 2023 | +4,129 | Add 12.75% | 36,511 | $90.39 |
| Q4 2023 | +74,155 | Add 203.10% | 110,666 | $83.84 |
| Q1 2024 | -751 | Reduce 0.68% | 109,915 | $94.41 |
| Q2 2024 | -2,619 | Reduce 2.38% | 107,296 | $91.15 |
| Q3 2024 | -3,047 | Reduce 2.84% | 104,249 | $87.80 |
| Q4 2024 | -358 | Reduce 0.34% | 103,891 | $85.66 |
| Q1 2025 | -17,943 | Reduce 17.27% | 85,948 | $93.45 |
| Q2 2025 | -22,967 | Reduce 26.72% | 62,981 | $84.81 |
| Q3 2025 | +2,151 | Add 3.42% | 65,132 | $89.34 |
Ken Fisher's State Street Energy Select Sector SPDR ETF Investment FAQs
Ken Fisher first purchased State Street Energy Select Sector SPDR ETF (XLE) in Q3 2015, acquiring 9,628 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 Energy Select Sector SPDR ETF (XLE) for 36 quarters since Q3 2015.
Ken Fisher's largest addition to State Street Energy Select Sector SPDR ETF (XLE) was in Q2 2019, adding 1,064,815 shares worth $67.84 M.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 65,132 shares of State Street Energy Select Sector SPDR ETF (XLE), valued at approximately $5.82 M.
As of the Q3 2025 filing, State Street Energy Select Sector SPDR ETF (XLE) 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 Energy Select Sector SPDR ETF (XLE) was 1,064,815 shares, as reported at the end of Q2 2019.