Joel Greenblatt's XLV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 22,930 shares of State Street Health Care Select Sector SPDR ETF (XLV) worth $3.19 M, representing 0.01% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in XLV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 9,496 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's State Street Health Care Select Sector SPDR ETF (XLV) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Health Care Select Sector SPDR ETF (XLV) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +13,434 | New Buy | 13,434 | $146.01 |
| Q3 2025 | +9,496 | Add 70.69% | 22,930 | $139.17 |
Joel Greenblatt's State Street Health Care Select Sector SPDR ETF Investment FAQs
Joel Greenblatt first purchased State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, acquiring 13,434 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 Health Care Select Sector SPDR ETF (XLV) for 3 quarters since Q1 2025.
Joel Greenblatt's largest addition to State Street Health Care Select Sector SPDR ETF (XLV) was in Q1 2025, adding 13,434 shares worth $1.96 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 22,930 shares of State Street Health Care Select Sector SPDR ETF (XLV), valued at approximately $3.19 M.
As of the Q3 2025 filing, State Street Health Care Select Sector SPDR ETF (XLV) 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 Health Care Select Sector SPDR ETF (XLV) was 22,930 shares, as reported at the end of Q3 2025.