Ken Fisher's XLF Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 110,635 shares of State Street Financial Select Sector SPDR ETF (XLF) worth $5.96 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 XLF, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2016, adding 375,333 shares. Largest reduction occurred in Q2 2017, reducing 1.74 M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's State Street Financial Select Sector SPDR ETF (XLF) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Financial Select Sector SPDR ETF (XLF) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +371,816 | Add 0.00% | 371,815 | $19.45 |
| Q3 2013 | +346,422 | Add 93.17% | 718,237 | $19.91 |
| Q4 2013 | +137,215 | Add 19.10% | 855,452 | $21.86 |
| Q1 2014 | +41,856 | Add 4.89% | 897,308 | $22.34 |
| Q2 2014 | +66,979 | Add 7.46% | 964,287 | $22.74 |
| Q3 2014 | +36,149 | Add 3.75% | 1 M | $23.17 |
| Q4 2014 | +48,734 | Add 4.87% | 1.05 M | $24.73 |
| Q1 2015 | +49,109 | Add 4.68% | 1.1 M | $24.11 |
| Q2 2015 | +51,356 | Add 4.68% | 1.15 M | $24.38 |
| Q3 2015 | +53,394 | Add 4.64% | 1.2 M | $22.66 |
| Q4 2015 | +52,622 | Add 4.37% | 1.26 M | $23.83 |
| Q1 2016 | +28,456 | Add 2.27% | 1.28 M | $22.90 |
| Q2 2016 | +112,042 | Add 8.73% | 1.4 M | $23.05 |
| Q3 2016 | +375,333 | Add 26.88% | 1.77 M | $19.30 |
| Q4 2016 | +180,894 | Add 10.21% | 1.95 M | $23.25 |
| Q1 2017 | +145,140 | Add 7.43% | 2.1 M | $23.73 |
| Q2 2017 | -1.74 M | Reduce 82.86% | 359,505 | $24.67 |
| Q3 2017 | +3,107 | Add 0.86% | 362,612 | $25.86 |
| Q4 2017 | -129,435 | Reduce 35.70% | 233,177 | $27.91 |
| Q1 2018 | +15,791 | Add 6.77% | 248,968 | $27.57 |
| Q2 2018 | +17,293 | Add 6.95% | 266,261 | $26.59 |
| Q3 2018 | -244,368 | Reduce 91.78% | 21,893 | $27.59 |
| Q4 2018 | +47,375 | Add 216.39% | 69,268 | $23.82 |
| Q1 2019 | -6,592 | Reduce 9.52% | 62,676 | $25.70 |
| Q2 2019 | +4,952 | Add 7.90% | 67,628 | $27.61 |
| Q3 2019 | +3,224 | Add 4.77% | 70,852 | $28.00 |
| Q4 2019 | +2,675 | Add 3.78% | 73,527 | $30.78 |
| Q1 2020 | +25,251 | Add 34.34% | 98,778 | $20.82 |
| Q2 2020 | -32,299 | Reduce 32.70% | 66,479 | $23.14 |
| Q3 2020 | -11,242 | Reduce 16.91% | 55,237 | $24.08 |
| Q4 2020 | +126 | Add 0.23% | 55,363 | $29.48 |
| Q1 2021 | +7,161 | Add 12.93% | 62,524 | $34.05 |
| Q2 2021 | -9,707 | Reduce 15.53% | 52,817 | $36.69 |
| Q3 2021 | +1,011 | Add 1.91% | 53,828 | $37.53 |
| Q4 2021 | +2,246 | Add 4.17% | 56,074 | $39.06 |
| Q1 2022 | -924 | Reduce 1.65% | 55,150 | $38.31 |
| Q2 2022 | +13 | Add 0.02% | 55,163 | $31.45 |
| Q3 2022 | -428 | Reduce 0.78% | 54,735 | $30.36 |
| Q4 2022 | +2,670 | Add 4.88% | 57,405 | $34.20 |
| Q1 2023 | +1,503 | Add 2.62% | 58,908 | $32.15 |
| Q2 2023 | +2 | Add 0.00% | 58,910 | $33.71 |
| Q3 2023 | -5,148 | Reduce 8.74% | 53,762 | $33.17 |
| Q4 2023 | -1,498 | Reduce 2.79% | 52,264 | $37.60 |
| Q1 2024 | -151 | Reduce 0.29% | 52,113 | $42.12 |
| Q2 2024 | -13,874 | Reduce 26.62% | 38,239 | $41.11 |
| Q3 2024 | +2,035 | Add 5.32% | 40,274 | $45.32 |
| Q4 2024 | +5,609 | Add 13.93% | 45,883 | $48.33 |
| Q1 2025 | +16,785 | Add 36.58% | 62,668 | $49.81 |
| Q2 2025 | +8,863 | Add 14.14% | 71,531 | $52.37 |
| Q3 2025 | +39,104 | Add 54.67% | 110,635 | $53.87 |
Ken Fisher's State Street Financial Select Sector SPDR ETF Investment FAQs
Ken Fisher first purchased State Street Financial Select Sector SPDR ETF (XLF) in Q2 2013, acquiring 371,815 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 Financial Select Sector SPDR ETF (XLF) for 50 quarters since Q2 2013.
Ken Fisher's largest addition to State Street Financial Select Sector SPDR ETF (XLF) was in Q3 2016, adding 1,771,482 shares worth $34.19 M.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 110,635 shares of State Street Financial Select Sector SPDR ETF (XLF), valued at approximately $5.96 M.
As of the Q3 2025 filing, State Street Financial Select Sector SPDR ETF (XLF) 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 Financial Select Sector SPDR ETF (XLF) was 2,097,516 shares, as reported at the end of Q1 2017.