Joel Greenblatt's SPYV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 36,778 shares of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) worth $2.08 M, representing 0.01% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SPYV, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 1,444 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's State Street SPDR Portfolio S&P 500 Value ETF (SPYV) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street SPDR Portfolio S&P 500 Value ETF (SPYV) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +425 | Add 1.17% | 36,778 | $56.58 |
| Q4 2025 | +579 | Add 1.62% | 36,353 | $56.81 |
| Q2 2025 | +1,444 | Add 4.21% | 35,774 | $52.34 |
| Q1 2025 | +743 | Add 2.21% | 34,330 | $51.07 |
| Q3 2024 | +813 | Add 2.48% | 33,587 | $52.86 |
| Q2 2024 | +312 | Add 0.96% | 32,774 | $48.74 |
| Q1 2024 | +32,462 | New Buy | 32,462 | $50.10 |
Joel Greenblatt's State Street SPDR Portfolio S&P 500 Value ETF Investment FAQs
Joel Greenblatt first purchased State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2024, acquiring 32,462 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 500 Value ETF (SPYV) for 9 quarters since Q1 2024.
Joel Greenblatt's largest addition to State Street SPDR Portfolio S&P 500 Value ETF (SPYV) was in Q1 2024, adding 32,462 shares worth $1.63 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 36,778 shares of State Street SPDR Portfolio S&P 500 Value ETF (SPYV), valued at approximately $2.08 M.
As of the Q1 2026 filing, State Street SPDR Portfolio S&P 500 Value ETF (SPYV) 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 500 Value ETF (SPYV) was 36,778 shares, as reported at the end of Q1 2026.