Joel Greenblatt's XLU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 49,822 shares of State Street Utilities Select Sector SPDR ETF (XLU) worth $2.13 M, representing 0.01% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in XLU, representing a fresh investment thesis on this company. Largest addition occurred in Q4 2025, adding 46,409 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 |
|---|---|---|---|---|
| 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 2 quarters since Q3 2025.
Joel Greenblatt's largest addition to State Street Utilities Select Sector SPDR ETF (XLU) was in Q4 2025, adding 49,822 shares worth $2.13 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 49,822 shares of State Street Utilities Select Sector SPDR ETF (XLU), valued at approximately $2.13 M.
As of the Q4 2025 filing, State Street Utilities Select Sector SPDR ETF (XLU) 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 Utilities Select Sector SPDR ETF (XLU) was 49,822 shares, as reported at the end of Q4 2025.