Joel Greenblatt's XLU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 165,528 shares of State Street Utilities Select Sector SPDR ETF (XLU) worth $7.6 M, representing 0.02% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in XLU for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 115,706 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's State Street Utilities Select Sector SPDR ETF (XLU) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Utilities Select Sector SPDR ETF (XLU) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +115,706 | Add 232.24% | 165,528 | $45.89 |
| Q4 2025 | +46,409 | Add 1359.77% | 49,822 | $42.69 |
| Q3 2025 | +3,413 | New Buy | 3,413 | $87.21 |
Joel Greenblatt's State Street Utilities Select Sector SPDR ETF Investment FAQs
Joel Greenblatt first purchased State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, acquiring 3,413 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 Utilities Select Sector SPDR ETF (XLU) for 3 quarters since Q3 2025.
Joel Greenblatt's largest addition to State Street Utilities Select Sector SPDR ETF (XLU) was in Q1 2026, adding 165,528 shares worth $7.6 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 165,528 shares of State Street Utilities Select Sector SPDR ETF (XLU), valued at approximately $7.6 M.
As of the Q1 2026 filing, State Street Utilities Select Sector SPDR ETF (XLU) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in State Street Utilities Select Sector SPDR ETF (XLU) was 165,528 shares, as reported at the end of Q1 2026.