Joel Greenblatt's XLK Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 9,077 shares of State Street Technology Select Sector SPDR ETF (XLK) worth $2.56 M, representing 0.01% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in XLK, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 5,829 shares. Largest reduction occurred in Q4 2024, reducing 25,177 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's State Street Technology Select Sector SPDR ETF (XLK) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Technology Select Sector SPDR ETF (XLK) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +28,425 | New Buy | 28,425 | $151.01 |
| Q4 2023 | -28,425 | Sold Out | 28,425 | $163.93 |
| Q4 2024 | +3,248 | New Buy | 3,248 | $232.52 |
| Q1 2025 | +5,829 | Add 179.46% | 9,077 | $206.48 |
Joel Greenblatt's State Street Technology Select Sector SPDR ETF Investment FAQs
Joel Greenblatt first purchased State Street Technology Select Sector SPDR ETF (XLK) in Q1 2023, acquiring 28,425 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 Technology Select Sector SPDR ETF (XLK) for 11 quarters since Q1 2023.
Joel Greenblatt's largest addition to State Street Technology Select Sector SPDR ETF (XLK) was in Q1 2023, adding 28,425 shares worth $4.29 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 9,077 shares of State Street Technology Select Sector SPDR ETF (XLK), valued at approximately $2.56 M.
As of the Q3 2025 filing, State Street Technology Select Sector SPDR ETF (XLK) 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 Technology Select Sector SPDR ETF (XLK) was 28,425 shares, as reported at the end of Q1 2023.