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Ken Fisher’s XLE Holdings & Trades

First Buy
Q3 2015
Duration Held
37 Quarters
Largest Add
Q2 2019
+1.06 M Shares
Current Position
136,969 Shares
$6.12 M Value

Ken Fisher's XLE Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 136,969 shares of State Street Energy Select Sector SPDR ETF (XLE) worth $6.12 M, representing 0.00% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 37 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
Q4 2025 +71,837 Add 110.29% 136,969 $44.71
Q3 2025 +2,151 Add 3.42% 65,132 $89.34
Q2 2025 -22,967 Reduce 26.72% 62,981 $84.81
Q1 2025 -17,943 Reduce 17.27% 85,948 $93.45
Q4 2024 -358 Reduce 0.34% 103,891 $85.66
Q3 2024 -3,047 Reduce 2.84% 104,249 $87.80
Q2 2024 -2,619 Reduce 2.38% 107,296 $91.15
Q1 2024 -751 Reduce 0.68% 109,915 $94.41
Q4 2023 +74,155 Add 203.10% 110,666 $83.84
Q3 2023 +4,129 Add 12.75% 36,511 $90.39
Q2 2023 -119 Reduce 0.37% 32,382 $81.17
Q1 2023 -1,876 Reduce 5.46% 32,501 $82.83
Q4 2022 -3,467 Reduce 9.16% 34,377 $87.47
Q3 2022 -542 Reduce 1.41% 37,844 $72.03
Q2 2022 -341 Reduce 0.88% 38,386 $71.51
Q1 2022 -26,207 Reduce 40.36% 38,727 $76.43
Q4 2021 +2,378 Add 3.80% 64,934 $55.50
Q3 2021 -5,621 Reduce 8.24% 62,556 $52.10
Q2 2021 +1,948 Add 2.94% 68,177 $53.87
Q1 2021 +3,924 Add 6.30% 66,229 $49.06
Q4 2020 +26,470 Add 73.87% 62,305 $37.89
Q3 2020 +5,142 Add 16.75% 35,835 $29.94
Q2 2020 -21,793 Reduce 41.52% 30,693 $37.86
Q1 2020 -74,984 Reduce 58.82% 52,486 $29.06
Q4 2019 +103,071 Add 422.44% 127,470 $60.04
Q3 2019 -1.04 M Reduce 97.71% 24,399 $59.18
Q2 2019 +1.06 M Add 10882.00% 1.06 M $63.71
Q1 2019 -152,688 Reduce 94.03% 9,696 $66.11
Q4 2018 +156,575 Add 2695.39% 162,384 $57.35
Q3 2018 +1,202 Add 26.09% 5,809 $75.74
Q2 2018 +4,607 New Buy 4,607 $75.97
Q3 2017 -39,288 Sold Out 0 $0.00
Q2 2017 +39,288 New Buy 39,288 $64.93
Q2 2016 -5,659 Sold Out 0 $0.00
Q1 2016 -9,252 Reduce 62.05% 5,659 $63.62
Q4 2015 +5,283 Add 54.87% 14,911 $60.29
Q3 2015 +9,628 New Buy 9,628 $61.18

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 37 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 Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 136,969 shares of State Street Energy Select Sector SPDR ETF (XLE), valued at approximately $6.12 M.

As of the Q4 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.