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Ken Fisher’s XLY Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q3 2024
+218,977 Shares
Current Position
459,302 Shares
$54.85 M Value

Ken Fisher's XLY Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 459,302 shares of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) worth $54.85 M, representing 0.02% 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 XLY, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 218,977 shares. Largest reduction occurred in Q1 2025, reducing 422,016 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's State Street Consumer Discretionary Select Sector SPDR ETF (XLY) Holding Value Over Time

Track share changes against reported price movement

Quarterly State Street Consumer Discretionary Select Sector SPDR ETF (XLY) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +217,337 Add 89.82% 459,302 $119.41
Q3 2025 -6,810 Reduce 2.74% 241,965 $239.64
Q2 2025 -197,868 Reduce 44.30% 248,775 $217.33
Q1 2025 -422,016 Reduce 48.58% 446,643 $197.46
Q4 2024 -33,419 Reduce 3.70% 868,659 $224.35
Q3 2024 +218,977 Add 32.06% 902,078 $200.37
Q2 2024 -112,248 Reduce 14.11% 683,101 $182.40
Q1 2024 -45,620 Reduce 5.42% 795,349 $183.89
Q4 2023 -34,560 Reduce 3.95% 840,969 $178.81
Q3 2023 -14,999 Reduce 1.68% 875,529 $160.98
Q2 2023 -14,857 Reduce 1.64% 890,528 $169.81
Q1 2023 +34,230 Add 3.93% 905,385 $149.54
Q4 2022 +173,256 Add 24.83% 871,155 $129.16
Q3 2022 +7,369 Add 1.07% 697,899 $142.45
Q2 2022 +68,952 Add 11.09% 690,530 $137.48
Q1 2022 +50,572 Add 8.86% 621,578 $185.00
Q4 2021 +35,159 Add 6.56% 571,006 $204.44
Q3 2021 +32,244 Add 6.40% 535,847 $179.45
Q2 2021 +40,593 Add 8.77% 503,603 $178.55
Q1 2021 +36,416 Add 8.54% 463,010 $168.07
Q4 2020 +38,383 Add 9.89% 426,594 $160.78
Q3 2020 +12,997 Add 3.46% 388,211 $146.98
Q2 2020 +206,439 Add 122.32% 375,214 $127.71
Q1 2020 +30,608 Add 22.15% 168,775 $98.08
Q4 2019 +17,473 Add 14.48% 138,167 $125.42
Q3 2019 +117,470 Add 3643.61% 120,694 $120.70
Q2 2019 +452 Add 16.31% 3,224 $119.11
Q1 2019 -42,469 Reduce 93.87% 2,772 $114.00
Q4 2018 +41,728 Add 1187.82% 45,241 $99.00
Q3 2018 +1,459 Add 71.03% 3,513 $117.28
Q2 2018 -153 Reduce 6.93% 2,054 $109.54
Q1 2018 -649 Reduce 22.72% 2,207 $101.50
Q4 2017 -4,554 Reduce 61.46% 2,856 $98.74
Q3 2017 -6,997 Reduce 48.57% 7,410 $90.15
Q2 2017 -189,454 Reduce 92.93% 14,407 $89.61
Q1 2017 +11,303 Add 5.87% 203,861 $87.95
Q4 2016 +21,310 Add 12.44% 192,558 $81.40
Q3 2016 +5,892 Add 3.56% 171,248 $80.04
Q2 2016 +11,759 Add 7.66% 165,356 $81.09
Q1 2016 +5,271 Add 3.55% 153,597 $79.49
Q4 2015 +1,383 Add 0.94% 148,326 $78.16
Q3 2015 -51,217 Reduce 25.85% 146,943 $74.26
Q2 2015 +7,551 Add 3.96% 198,160 $76.48
Q1 2015 +8,977 Add 4.94% 190,609 $75.35
Q4 2014 +7,879 Add 4.53% 181,632 $72.15
Q3 2014 +7,737 Add 4.66% 173,753 $66.69
Q2 2014 +10,059 Add 6.45% 166,016 $66.74
Q1 2014 +8,491 Add 5.76% 155,957 $64.72
Q4 2013 +4,450 Add 3.11% 147,466 $66.83
Q3 2013 +13,500 Add 10.42% 143,016 $60.63
Q2 2013 +129,516 Add 0.00% 129,516 $56.40

Ken Fisher's State Street Consumer Discretionary Select Sector SPDR ETF Investment FAQs

Ken Fisher first purchased State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2013, acquiring 129,516 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 Consumer Discretionary Select Sector SPDR ETF (XLY) for 51 quarters since Q2 2013.

Ken Fisher's largest addition to State Street Consumer Discretionary Select Sector SPDR ETF (XLY) was in Q3 2024, adding 902,078 shares worth $180.75 M.

According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 459,302 shares of State Street Consumer Discretionary Select Sector SPDR ETF (XLY), valued at approximately $54.85 M.

As of the Q4 2025 filing, State Street Consumer Discretionary Select Sector SPDR ETF (XLY) represents approximately 0.02% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) was 905,385 shares, as reported at the end of Q1 2023.