Historical position

Fisher Asset Management, LLC’s Spdr Health Care Select Sector (XLV) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Fisher Asset Management, LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2021Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares869.18KHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Fisher Asset Management, LLC first reported Spdr Health Care Select Sector in Q3 2021. The reported position was increased across later filings. Verified positive position history runs through Q2 2025. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2025
Bought 94.3% more+44.78K shares · 92.27K shares reported after the change
Filing context

Quarter-end price $134.79

Q4 2022
Bought 8.9% more+70.84K shares · 869.18K shares reported after the change
Filing context

Quarter-end price $0.14

Q3 2022
Bought 8.5% more+62.52K shares · 798.34K shares reported after the change
Filing context

Quarter-end price $121.11

Q2 2022
Bought 10.4% more+69.29K shares · 735.82K shares reported after the change
Filing context

Quarter-end price $128.24

Q1 2022
Bought 8.8% more+53.82K shares · 666.53K shares reported after the change
Filing context

Quarter-end price $136.99

Q4 2021
Bought 6.6% more+37.91K shares · 612.71K shares reported after the change
Filing context

Quarter-end price $140.89

Portfolio importance

How important was Spdr Health Care Select Sector in Fisher Asset Management, LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q2 2025
Last reported rank#381Rank unavailable
Peak portfolio weight0.1%Q4 2022
Best historical rank#157Q2 2022
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest filing quarter-end price$134.79Q2 2025

Derived from validated reported value and shares where supported.

Latest verified investor filingQ2 2026 · filed 2026-08-04
Open SEC filing ↗

Coverage is bounded to the institution’s top reported positions and material events rather than every security in each Form 13F. The filing reflects reportable U.S.-listed holdings, not Fisher Investments’ complete global portfolio, client mandates, short positions, exact trade dates or execution prices. Options are reported separately.