Ken Fisher’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Ken Fisher’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$67.9M	Sell	612,929 -8,826	-1%	-$1.02M	0.02%	196
2025 Q4	$73.2M	Sell	621,755 -12,555	-2%	-$1.44M	0.03%	191
2025 Q3	$75.1M	Sell	634,310 -2,570	-0.4%	-$286K	0.03%	185
2025 Q2	$69.1M	Sell	636,880 -42,125	-6%	-$4.15M	0.03%	187
2025 Q1	$65.5M	Sell	679,005 -24,178	-3%	-$2.41M	0.03%	188
2024 Q4	$68.1M	Sell	703,183 -70,682	-9%	-$6.74M	0.03%	189
2024 Q3	$70M	Sell	773,865 -275,779	-26%	-$23.8M	0.03%	187
2024 Q2	$89.9M	Sell	1,049,644 -2,498,992	-70%	-$206M	0.04%	171
2024 Q1	$290M	Sell	3,548,636 -75,406	-2%	-$5.87M	0.14%	113
2023 Q4	$263M	Sell	3,624,042 -236,530	-6%	-$16.3M	0.14%	115
2023 Q3	$253M	Sell	3,860,572 -55,421	-1%	-$3.7M	0.14%	129
2023 Q2	$255M	Sell	3,915,993 -47,207	-1%	-$2.88M	0.14%	136
2023 Q1	$230M	Sell	3,963,200 -1,855,614	-32%	-$101M	0.14%	141
2022 Q4	$279M	Buy	5,818,814 +5,803,056	+36,826%	+$284M	0.19%	116
2022 Q3	$755K	Buy	+15,758	New	+$867K	﹤0.01%	712
2022 Q1	–	Sell	-2,916	Closed	-$227K	–	1019
2021 Q4	$227K	Buy	+2,916	New	+$231K	﹤0.01%	900

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ken Fisher's XLC Position: Q1 2026 in Review

Ken Fisher reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.4% in Q1 2026, selling an estimated $1.02M and leaving 612,929 shares worth $67.9M. The position accounts for 0.02% of the portfolio, ranked #196.

Ken Fisher first reported a position in XLC in Q4 2021 and has held it in 16 quarters since. The position peaked at $290M in Q1 2024. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Ken Fisher held 612,929 shares of State Street Communication Services Select Sector SPDR ETF worth $67.9M as of Q1 2026.
Ken Fisher sold 8,826 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $1.02M.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Ken Fisher's portfolio in Q1 2026, its #196 holding.
Ken Fisher first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
Ken Fisher's State Street Communication Services Select Sector SPDR ETF position peaked at $290M in Q1 2024.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.