Joel Greenblatt's SPHQ Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 42,473 shares of Invesco S&P 500 Quality ETF (SPHQ) worth $3.19 M, representing 0.01% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in SPHQ for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 39,131 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Invesco S&P 500 Quality ETF (SPHQ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco S&P 500 Quality ETF (SPHQ) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +39,131 | Add 1170.89% | 42,473 | $75.05 |
| Q3 2025 | +3,342 | New Buy | 3,342 | $73.29 |
Joel Greenblatt's Invesco S&P 500 Quality ETF Investment FAQs
Joel Greenblatt first purchased Invesco S&P 500 Quality ETF (SPHQ) in Q3 2025, acquiring 3,342 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 Invesco S&P 500 Quality ETF (SPHQ) for 3 quarters since Q3 2025.
Joel Greenblatt's largest addition to Invesco S&P 500 Quality ETF (SPHQ) was in Q4 2025, adding 42,473 shares worth $3.19 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 42,473 shares of Invesco S&P 500 Quality ETF (SPHQ), valued at approximately $3.19 M.
As of the Q1 2026 filing, Invesco S&P 500 Quality ETF (SPHQ) 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 Invesco S&P 500 Quality ETF (SPHQ) was 42,473 shares, as reported at the end of Q4 2025.