Joel Greenblatt's XLF Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 89.2K shares of Financial Select Sector SPDR Fund (XLF) worth $4.8 M, representing 0.02% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 6 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 Q2 2025, adding 41.8K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Financial Select Sector SPDR Fund (XLF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Financial Select Sector SPDR Fund (XLF) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
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Joel Greenblatt's Financial Select Sector SPDR Fund Investment FAQs
Joel Greenblatt first purchased Financial Select Sector SPDR Fund (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 Financial Select Sector SPDR Fund (XLF) for 6 quarters since Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Financial Select Sector SPDR Fund (XLF) was in Q2 2025, adding 74,168 shares worth $3.88 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 89,153 shares of Financial Select Sector SPDR Fund (XLF), valued at approximately $4.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Financial Select Sector SPDR Fund (XLF) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Financial Select Sector SPDR Fund (XLF) was 89,153 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.