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Ken Fisher’s XLF Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q3 2016
+375,333 Shares
Current Position
110,724 Shares
$6.06 M Value

Ken Fisher's XLF Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 110,724 shares of State Street Financial Select Sector SPDR ETF (XLF) worth $6.06 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 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
Q4 2025 +89 Add 0.08% 110,724 $54.77
Q3 2025 +39,104 Add 54.67% 110,635 $53.87
Q2 2025 +8,863 Add 14.14% 71,531 $52.37
Q1 2025 +16,785 Add 36.58% 62,668 $49.81
Q4 2024 +5,609 Add 13.93% 45,883 $48.33
Q3 2024 +2,035 Add 5.32% 40,274 $45.32
Q2 2024 -13,874 Reduce 26.62% 38,239 $41.11
Q1 2024 -151 Reduce 0.29% 52,113 $42.12
Q4 2023 -1,498 Reduce 2.79% 52,264 $37.60
Q3 2023 -5,148 Reduce 8.74% 53,762 $33.17
Q2 2023 +2 Add 0.00% 58,910 $33.71
Q1 2023 +1,503 Add 2.62% 58,908 $32.15
Q4 2022 +2,670 Add 4.88% 57,405 $34.20
Q3 2022 -428 Reduce 0.78% 54,735 $30.36
Q2 2022 +13 Add 0.02% 55,163 $31.45
Q1 2022 -924 Reduce 1.65% 55,150 $38.31
Q4 2021 +2,246 Add 4.17% 56,074 $39.06
Q3 2021 +1,011 Add 1.91% 53,828 $37.53
Q2 2021 -9,707 Reduce 15.53% 52,817 $36.69
Q1 2021 +7,161 Add 12.93% 62,524 $34.05
Q4 2020 +126 Add 0.23% 55,363 $29.48
Q3 2020 -11,242 Reduce 16.91% 55,237 $24.08
Q2 2020 -32,299 Reduce 32.70% 66,479 $23.14
Q1 2020 +25,251 Add 34.34% 98,778 $20.82
Q4 2019 +2,675 Add 3.78% 73,527 $30.78
Q3 2019 +3,224 Add 4.77% 70,852 $28.00
Q2 2019 +4,952 Add 7.90% 67,628 $27.61
Q1 2019 -6,592 Reduce 9.52% 62,676 $25.70
Q4 2018 +47,375 Add 216.39% 69,268 $23.82
Q3 2018 -244,368 Reduce 91.78% 21,893 $27.59
Q2 2018 +17,293 Add 6.95% 266,261 $26.59
Q1 2018 +15,791 Add 6.77% 248,968 $27.57
Q4 2017 -129,435 Reduce 35.70% 233,177 $27.91
Q3 2017 +3,107 Add 0.86% 362,612 $25.86
Q2 2017 -1.74 M Reduce 82.86% 359,505 $24.67
Q1 2017 +145,140 Add 7.43% 2.1 M $23.73
Q4 2016 +180,894 Add 10.21% 1.95 M $23.25
Q3 2016 +375,333 Add 26.88% 1.77 M $19.30
Q2 2016 +112,042 Add 8.73% 1.4 M $23.05
Q1 2016 +28,456 Add 2.27% 1.28 M $22.90
Q4 2015 +52,622 Add 4.37% 1.26 M $23.83
Q3 2015 +53,394 Add 4.64% 1.2 M $22.66
Q2 2015 +51,356 Add 4.68% 1.15 M $24.38
Q1 2015 +49,109 Add 4.68% 1.1 M $24.11
Q4 2014 +48,734 Add 4.87% 1.05 M $24.73
Q3 2014 +36,149 Add 3.75% 1 M $23.17
Q2 2014 +66,979 Add 7.46% 964,287 $22.74
Q1 2014 +41,856 Add 4.89% 897,308 $22.34
Q4 2013 +137,215 Add 19.10% 855,452 $21.86
Q3 2013 +346,422 Add 93.17% 718,237 $19.91
Q2 2013 +371,815 Add 0.00% 371,815 $19.45

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 51 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 Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 110,724 shares of State Street Financial Select Sector SPDR ETF (XLF), valued at approximately $6.06 M.

As of the Q4 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.