Joel Greenblatt's XLF Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 152,457 shares of State Street Financial Select Sector SPDR ETF (XLF) worth $8.35 M, representing 0.03% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 7 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in XLF for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 63,304 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's State Street Financial Select Sector SPDR ETF (XLF) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Financial Select Sector SPDR ETF (XLF) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +63,304 | Add 71.01% | 152,457 | $54.77 |
| Q3 2025 | +14,985 | Add 20.20% | 89,153 | $53.87 |
| Q2 2025 | +41,840 | Add 129.42% | 74,168 | $52.37 |
| Q1 2025 | +13,026 | Add 67.49% | 32,328 | $49.81 |
| Q2 2024 | +19,302 | New Buy | 19,302 | $41.11 |
Joel Greenblatt's State Street Financial Select Sector SPDR ETF Investment FAQs
Joel Greenblatt first purchased State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, acquiring 19,302 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 Financial Select Sector SPDR ETF (XLF) for 7 quarters since Q2 2024.
Joel Greenblatt's largest addition to State Street Financial Select Sector SPDR ETF (XLF) was in Q4 2025, adding 152,457 shares worth $8.35 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 152,457 shares of State Street Financial Select Sector SPDR ETF (XLF), valued at approximately $8.35 M.
As of the Q4 2025 filing, State Street Financial Select Sector SPDR ETF (XLF) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in State Street Financial Select Sector SPDR ETF (XLF) was 152,457 shares, as reported at the end of Q4 2025.