Ken Fisher's XLV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 112,488 shares of State Street Health Care Select Sector SPDR ETF (XLV) worth $15.66 M, representing 0.01% 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 XLV, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2022, adding 70,841 shares. Largest reduction occurred in Q1 2023, reducing 848,668 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's State Street Health Care Select Sector SPDR ETF (XLV) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Health Care Select Sector SPDR ETF (XLV) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +176,017 | Add 0.00% | 176,016 | $47.61 |
| Q3 2013 | +21,263 | Add 12.08% | 197,279 | $50.59 |
| Q4 2013 | -38,715 | Reduce 19.62% | 158,564 | $55.44 |
| Q1 2014 | +9,949 | Add 6.27% | 168,513 | $58.49 |
| Q2 2014 | +57,899 | Add 34.36% | 226,412 | $60.83 |
| Q3 2014 | +8,386 | Add 3.70% | 234,798 | $63.91 |
| Q4 2014 | +12,557 | Add 5.35% | 247,355 | $68.38 |
| Q1 2015 | +10,259 | Add 4.15% | 257,614 | $72.50 |
| Q2 2015 | +13,901 | Add 5.40% | 271,515 | $74.39 |
| Q3 2015 | +14,470 | Add 5.33% | 285,985 | $66.23 |
| Q4 2015 | +7,556 | Add 2.64% | 293,541 | $72.03 |
| Q1 2016 | +5,134 | Add 1.75% | 298,675 | $70.02 |
| Q2 2016 | +28,698 | Add 9.61% | 327,373 | $73.49 |
| Q3 2016 | +13,841 | Add 4.23% | 341,214 | $72.11 |
| Q4 2016 | +51,913 | Add 15.21% | 393,127 | $68.94 |
| Q1 2017 | +20,487 | Add 5.21% | 413,614 | $74.36 |
| Q2 2017 | +54,704 | Add 13.23% | 468,318 | $79.24 |
| Q3 2017 | -4,728 | Reduce 1.01% | 463,590 | $81.73 |
| Q4 2017 | +33,346 | Add 7.19% | 496,936 | $82.68 |
| Q1 2018 | +31,269 | Add 6.29% | 528,205 | $81.40 |
| Q2 2018 | +37,556 | Add 7.11% | 565,761 | $83.46 |
| Q3 2018 | -88,304 | Reduce 15.61% | 477,457 | $95.15 |
| Q4 2018 | +66,280 | Add 13.88% | 543,737 | $86.51 |
| Q1 2019 | +4,346 | Add 0.80% | 548,083 | $91.75 |
| Q2 2019 | +48,382 | Add 8.83% | 596,465 | $92.64 |
| Q3 2019 | +51,545 | Add 8.64% | 648,010 | $90.13 |
| Q4 2019 | +56,636 | Add 8.74% | 704,646 | $101.86 |
| Q1 2020 | +50,656 | Add 7.19% | 755,302 | $88.58 |
| Q2 2020 | -347,078 | Reduce 45.95% | 408,224 | $100.07 |
| Q3 2020 | +9,996 | Add 2.45% | 418,220 | $105.48 |
| Q4 2020 | +37,953 | Add 9.07% | 456,173 | $113.44 |
| Q1 2021 | +34,944 | Add 7.66% | 491,117 | $116.74 |
| Q2 2021 | +48,273 | Add 9.83% | 539,390 | $125.95 |
| Q3 2021 | +35,411 | Add 6.57% | 574,801 | $127.30 |
| Q4 2021 | +37,912 | Add 6.60% | 612,713 | $140.89 |
| Q1 2022 | +53,819 | Add 8.78% | 666,532 | $136.99 |
| Q2 2022 | +69,288 | Add 10.40% | 735,820 | $128.24 |
| Q3 2022 | +62,521 | Add 8.50% | 798,341 | $121.11 |
| Q4 2022 | +70,841 | Add 8.87% | 869,182 | $135.85 |
| Q1 2023 | -848,668 | Reduce 97.64% | 20,514 | $129.47 |
| Q2 2023 | -3,029 | Reduce 14.77% | 17,485 | $132.73 |
| Q3 2023 | -3,734 | Reduce 21.36% | 13,751 | $128.74 |
| Q4 2023 | +2,525 | Add 18.36% | 16,276 | $136.39 |
| Q1 2024 | -796 | Reduce 4.89% | 15,480 | $147.73 |
| Q2 2024 | -2,301 | Reduce 14.86% | 13,179 | $145.75 |
| Q3 2024 | -2,400 | Reduce 18.21% | 10,779 | $154.03 |
| Q4 2024 | +5,942 | Add 55.13% | 16,721 | $137.57 |
| Q1 2025 | +30,763 | Add 183.98% | 47,484 | $146.01 |
| Q2 2025 | +44,783 | Add 94.31% | 92,267 | $134.79 |
| Q3 2025 | +20,221 | Add 21.92% | 112,488 | $139.17 |
Ken Fisher's State Street Health Care Select Sector SPDR ETF Investment FAQs
Ken Fisher first purchased State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2013, acquiring 176,016 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 Health Care Select Sector SPDR ETF (XLV) for 50 quarters since Q2 2013.
Ken Fisher's largest addition to State Street Health Care Select Sector SPDR ETF (XLV) was in Q2 2013, adding 176,016 shares worth $8.38 M.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 112,488 shares of State Street Health Care Select Sector SPDR ETF (XLV), valued at approximately $15.66 M.
As of the Q3 2025 filing, State Street Health Care Select Sector SPDR ETF (XLV) represents approximately 0.01% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in State Street Health Care Select Sector SPDR ETF (XLV) was 869,182 shares, as reported at the end of Q4 2022.