Joel Greenblatt's SPSM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 86,254 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) worth $4.17 M, representing 0.01% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 7 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in SPSM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 48,448 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +48,448 | Add 128.15% | 86,254 | $48.32 |
| Q4 2025 | +7,167 | Add 23.39% | 37,806 | $46.86 |
| Q1 2025 | +4,549 | Add 17.44% | 30,639 | $40.76 |
| Q4 2024 | +6,961 | Add 36.39% | 26,090 | $44.92 |
| Q3 2024 | +19,129 | New Buy | 19,129 | $45.51 |
Joel Greenblatt's State Street SPDR Portfolio S&P 600 Small Cap ETF Investment FAQs
Joel Greenblatt first purchased State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2024, acquiring 19,129 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 Portfolio S&P 600 Small Cap ETF (SPSM) for 7 quarters since Q3 2024.
Joel Greenblatt's largest addition to State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) was in Q1 2026, adding 86,254 shares worth $4.17 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 86,254 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM), valued at approximately $4.17 M.
As of the Q1 2026 filing, State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) 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 Portfolio S&P 600 Small Cap ETF (SPSM) was 86,254 shares, as reported at the end of Q1 2026.