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Joel Greenblatt’s Spire SR Stock Holding History

Joel Greenblatt’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$367K Sell
4,702
-2,091
-31% -$180K ﹤0.01% 1591
2026
Q1 		$615K Buy
6,793
+1,178
+21% +$103K ﹤0.01% 1441
2025
Q4 		$464K Sell
5,615
-14
-0.2% -$1.19K ﹤0.01% 1462
2025
Q3 		$459K Sell
5,629
-42
-0.7% -$3.19K ﹤0.01% 1403
2025
Q2 		$414K Sell
5,671
-1,234
-18% -$92.4K ﹤0.01% 1379
2025
Q1 		$540K Buy
6,905
+2,347
+51% +$172K ﹤0.01% 1208
2024
Q4 		$309K Buy
4,558
+1,422
+45% +$95.3K ﹤0.01% 1255
2024
Q3 		$211K Buy
+3,136
New +$204K ﹤0.01% 1327
2024
Q2 		– Sell
-6,531
Closed -$401K – 1496
2024
Q1 		$401K Sell
6,531
-6,257
-49% -$374K 0.01% 1119
2023
Q4 		$797K Sell
12,788
-1,976
-13% -$118K 0.01% 849
2023
Q3 		$835K Buy
+14,764
New +$895K 0.02% 835
2022
Q4 		– Sell
-13,111
Closed -$817K – 1310
2022
Q3 		$817K Buy
13,111
+298
+2% +$21.3K 0.02% 717
2022
Q2 		$953K Buy
+12,813
New +$964K 0.03% 579
2021
Q3 		– Sell
-6,556
Closed -$474K – 1117
2021
Q2 		$474K Sell
6,556
-1,372
-17% -$102K 0.02% 698
2021
Q1 		$586K Sell
7,928
-1,442
-15% -$96.3K 0.03% 637
2020
Q4 		$600K Buy
+9,370
New +$571K 0.02% 671
2020
Q1 		– Sell
-2,468
Closed -$206K – 1200
2019
Q4 		$206K Sell
2,468
-689
-22% -$56.4K ﹤0.01% 1040
2019
Q3 		$275K Sell
3,157
-103
-3% -$8.68K ﹤0.01% 934
2019
Q2 		$274K Buy
3,260
+82
+3% +$6.87K ﹤0.01% 979
2019
Q1 		$262K Sell
3,178
-1,759
-36% -$137K ﹤0.01% 1037
2018
Q4 		$366K Buy
4,937
+1,185
+32% +$89.6K 0.01% 825
2018
Q3 		$276K Buy
+3,752
New +$277K ﹤0.01% 847
2015
Q4 		– Sell
-50,514
Closed -$2.75M – 1001
2015
Q3 		$2.75M Buy
50,514
+33,323
+194% +$1.77M 0.03% 505
2015
Q2 		$895K Buy
+17,191
New +$897K 0.01% 654

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Joel Greenblatt's SR Position: Q2 2026 in Review

Joel Greenblatt reduced its Spire (SR) stake by 31% in Q2 2026, selling an estimated $180K and leaving 4,702 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Joel Greenblatt first reported a position in SR in Q2 2015 and has held it in 24 quarters since. The position peaked at $2.75M in Q3 2015. 395 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Joel Greenblatt held 4,702 shares of Spire worth $367K as of Q2 2026.
  • Joel Greenblatt sold 2,091 Spire shares in Q2 2026, an estimated $180K.
  • Spire made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1591 holding.
  • Joel Greenblatt first reported a position in Spire in Q2 2015 and has held it in 24 quarters since.
  • Joel Greenblatt's Spire position peaked at $2.75M in Q3 2015.
  • 395 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.