Joel Greenblatt's SDY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 36,678 shares of State Street SPDR S&P Dividend ETF (SDY) worth $5.58 M, representing 0.01% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in SDY, representing a fresh investment thesis on this company. Largest addition occurred in Q2 2026, adding 34,499 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's State Street SPDR S&P Dividend ETF (SDY) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street SPDR S&P Dividend ETF (SDY) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +34,499 | Add 1583.25% | 36,678 | $152.18 |
| Q1 2026 | +2,179 | New Buy | 2,179 | $145.94 |
Joel Greenblatt's State Street SPDR S&P Dividend ETF Investment FAQs
Joel Greenblatt first purchased State Street SPDR S&P Dividend ETF (SDY) in Q1 2026, acquiring 2,179 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held State Street SPDR S&P Dividend ETF (SDY) for 2 quarters since Q1 2026.
Joel Greenblatt's largest addition to State Street SPDR S&P Dividend ETF (SDY) was in Q2 2026, adding 36,678 shares worth $5.58 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 36,678 shares of State Street SPDR S&P Dividend ETF (SDY), valued at approximately $5.58 M.
As of the Q2 2026 filing, State Street SPDR S&P Dividend ETF (SDY) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in State Street SPDR S&P Dividend ETF (SDY) was 36,678 shares, as reported at the end of Q2 2026.