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 recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in SPHQ, representing a fresh investment thesis on this company. 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 2 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 Q4 2025, 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 Q4 2025 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.