Joel Greenblatt’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.91M Buy
167,707
+64,288
+62% +$3.68M 0.02% 825
2026
Q1
$6.34M Buy
103,419
+90,878
+725% +$4.87M 0.02% 811
2025
Q4
$561K Buy
12,541
+3,985
+47% +$177K ﹤0.01% 1409
2025
Q3
$382K Buy
8,556
+3,488
+69% +$153K ﹤0.01% 1447
2025
Q2
$215K Hold
5,068
﹤0.01% 1553
2025
Q1
$237K Buy
+5,068
New +$229K ﹤0.01% 1436

Other funds holding XLE

Joel Greenblatt's XLE Position: Q2 2026 in Review

Joel Greenblatt increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 62% in Q2 2026, buying an estimated $3.68M and bringing the position to 167,707 shares worth $8.91M. The position accounts for 0.02% of the portfolio, ranked #825.

Joel Greenblatt first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Joel Greenblatt held 167,707 shares of State Street Energy Select Sector SPDR ETF worth $8.91M as of Q2 2026.
  • Joel Greenblatt bought 64,288 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.68M.
  • State Street Energy Select Sector SPDR ETF made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #825 holding.
  • Joel Greenblatt first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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