Ken Fisher’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Ken Fisher’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Sell	22,739 -2,216	-9%	-$99.4K	﹤0.01%	681
2025 Q4	$1.07M	Buy	24,955 +15,741	+171%	+$697K	﹤0.01%	666
2025 Q3	$402K	Buy	9,214 +508	+6%	+$21.5K	﹤0.01%	818
2025 Q2	$355K	Buy	+8,706	New	+$347K	﹤0.01%	851
2024 Q1	–	Sell	-9,798	Closed	-$310K	–	1061
2023 Q4	$310K	Sell	9,798 -48,590	-83%	-$1.49M	﹤0.01%	861
2023 Q3	$1.72M	Sell	58,388 -1,746	-3%	-$56.3K	﹤0.01%	657
2023 Q2	$1.97M	Buy	60,134 +1,498	+3%	+$50.4K	﹤0.01%	658
2023 Q1	$1.98M	Sell	58,636 -4,924	-8%	-$167K	﹤0.01%	656
2022 Q4	$2.24M	Sell	63,560 -6,392	-9%	-$217K	﹤0.01%	632
2022 Q3	$2.29M	Sell	69,952 -59,336	-46%	-$2.17M	﹤0.01%	556
2022 Q2	$4.53M	Sell	129,288 -9,896	-7%	-$358K	﹤0.01%	434
2022 Q1	$5.18M	Sell	139,184 -2,538	-2%	-$88K	﹤0.01%	446
2021 Q4	$5.07M	Sell	141,722 -4,308	-3%	-$145K	﹤0.01%	461
2021 Q3	$4.66M	Buy	+146,030	New	+$4.88M	﹤0.01%	440

Other funds holding XLU

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ken Fisher's XLU Position: Q1 2026 in Review

Ken Fisher reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.9% in Q1 2026, selling an estimated $99.4K and leaving 22,739 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Ken Fisher first reported a position in XLU in Q3 2021 and has held it in 14 quarters since. The position peaked at $5.18M in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Ken Fisher held 22,739 shares of State Street Utilities Select Sector SPDR ETF worth $1.04M as of Q1 2026.
Ken Fisher sold 2,216 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $99.4K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #681 holding.
Ken Fisher first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 14 quarters since.
Ken Fisher's State Street Utilities Select Sector SPDR ETF position peaked at $5.18M in Q1 2022.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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