Ken Fisher's XLU Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 4,607 shares of State Street Utilities Select Sector SPDR ETF (XLU) worth $401,840, representing 0.00% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in XLU, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 4,353 shares. Largest reduction occurred in Q3 2022, reducing 29,668 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's State Street Utilities Select Sector SPDR ETF (XLU) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Utilities Select Sector SPDR ETF (XLU) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2021 | +73,015 | New Buy | 73,015 | $63.88 |
| Q4 2021 | -2,154 | Reduce 2.95% | 70,861 | $71.58 |
| Q1 2022 | -1,269 | Reduce 1.79% | 69,592 | $74.46 |
| Q2 2022 | -4,948 | Reduce 7.11% | 64,644 | $70.14 |
| Q3 2022 | -29,668 | Reduce 45.89% | 34,976 | $65.50 |
| Q4 2022 | -3,196 | Reduce 9.14% | 31,780 | $70.52 |
| Q1 2023 | -2,462 | Reduce 7.75% | 29,318 | $67.69 |
| Q2 2023 | +749 | Add 2.55% | 30,067 | $65.44 |
| Q3 2023 | -873 | Reduce 2.90% | 29,194 | $58.93 |
| Q4 2023 | -24,295 | Reduce 83.22% | 4,899 | $63.33 |
| Q1 2024 | -4,899 | Sold Out | 0 | $0.00 |
| Q2 2025 | +4,353 | New Buy | 4,353 | $81.66 |
| Q3 2025 | +254 | Add 5.84% | 4,607 | $87.22 |
Ken Fisher's State Street Utilities Select Sector SPDR ETF Investment FAQs
Ken Fisher first purchased State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2021, acquiring 73,015 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 Utilities Select Sector SPDR ETF (XLU) for 13 quarters since Q3 2021.
Ken Fisher's largest addition to State Street Utilities Select Sector SPDR ETF (XLU) was in Q3 2021, adding 73,015 shares worth $4.66 M.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 4,607 shares of State Street Utilities Select Sector SPDR ETF (XLU), valued at approximately $401,840.
As of the Q3 2025 filing, State Street Utilities Select Sector SPDR ETF (XLU) 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 Utilities Select Sector SPDR ETF (XLU) was 73,015 shares, as reported at the end of Q3 2021.