Joel Greenblatt's SRLN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 44,880 shares of State Street Blackstone Senior Loan ETF (SRLN) worth $1.8 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 SRLN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 36,698 shares. Largest reduction occurred in Q2 2025, reducing 49 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's State Street Blackstone Senior Loan ETF (SRLN) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Blackstone Senior Loan ETF (SRLN) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +36,698 | Add 448.52% | 44,880 | $40.14 |
| Q4 2025 | +958 | Add 13.26% | 8,182 | $41.27 |
| Q2 2025 | -49 | Reduce 0.67% | 7,224 | $41.59 |
| Q1 2025 | +221 | Add 3.13% | 7,273 | $41.13 |
| Q3 2024 | +608 | Add 9.44% | 7,052 | $41.76 |
| Q2 2024 | +352 | Add 5.78% | 6,444 | $41.80 |
| Q1 2024 | +6,092 | New Buy | 6,092 | $42.11 |
Joel Greenblatt's State Street Blackstone Senior Loan ETF Investment FAQs
Joel Greenblatt first purchased State Street Blackstone Senior Loan ETF (SRLN) in Q1 2024, acquiring 6,092 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 Blackstone Senior Loan ETF (SRLN) for 9 quarters since Q1 2024.
Joel Greenblatt's largest addition to State Street Blackstone Senior Loan ETF (SRLN) was in Q1 2026, adding 44,880 shares worth $1.8 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 44,880 shares of State Street Blackstone Senior Loan ETF (SRLN), valued at approximately $1.8 M.
As of the Q1 2026 filing, State Street Blackstone Senior Loan ETF (SRLN) 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 Blackstone Senior Loan ETF (SRLN) was 44,880 shares, as reported at the end of Q1 2026.