Joel Greenblatt's XLY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 40,826 shares of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) worth $4.45 M, representing 0.01% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in XLY, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 31,990 shares. Largest reduction occurred in Q4 2023, reducing 9,525 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's State Street Consumer Discretionary Select Sector SPDR ETF (XLY) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Consumer Discretionary Select Sector SPDR ETF (XLY) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +452 | Add 1.12% | 40,826 | $108.98 |
| Q4 2025 | +31,990 | Add 381.56% | 40,374 | $119.41 |
| Q1 2025 | +8,384 | New Buy | 8,384 | $197.46 |
| Q4 2023 | -9,525 | Sold Out | 0 | $0.00 |
| Q1 2023 | +9,525 | New Buy | 9,525 | $149.54 |
Joel Greenblatt's State Street Consumer Discretionary Select Sector SPDR ETF Investment FAQs
Joel Greenblatt first purchased State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2023, acquiring 9,525 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 Consumer Discretionary Select Sector SPDR ETF (XLY) for 9 quarters since Q1 2023.
Joel Greenblatt's largest addition to State Street Consumer Discretionary Select Sector SPDR ETF (XLY) was in Q4 2025, adding 40,374 shares worth $4.82 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 40,826 shares of State Street Consumer Discretionary Select Sector SPDR ETF (XLY), valued at approximately $4.45 M.
As of the Q1 2026 filing, State Street Consumer Discretionary Select Sector SPDR ETF (XLY) 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 Consumer Discretionary Select Sector SPDR ETF (XLY) was 40,826 shares, as reported at the end of Q1 2026.