🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Joel Greenblatt’s SPYV Holdings & Trades

First Buy
Q1 2024
Duration Held
8 Quarters
Largest Add
Q1 2024
+32,462 Shares
Current Position
36,353 Shares
$2.07 M Value

Joel Greenblatt's SPYV Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 36,353 shares of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) worth $2.07 M, representing 0.01% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 8 quarters.

Based on 13F filings, Joel Greenblatt has maintained this position in SPYV for several quarters, showing initial confidence in the 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
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 8 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 Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 36,353 shares of State Street SPDR Portfolio S&P 500 Value ETF (SPYV), valued at approximately $2.07 M.

As of the Q4 2025 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 36,353 shares, as reported at the end of Q4 2025.