Joel Greenblatt’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Joel Greenblatt’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.1M	Buy	375,591 +214,555	+133%	+$11.2M	0.05%	562
2026 Q1	$7.95M	Buy	161,036 +8,579	+6%	+$447K	0.02%	746
2025 Q4	$8.35M	Buy	152,457 +63,304	+71%	+$3.37M	0.03%	688
2025 Q3	$4.8M	Buy	89,153 +14,985	+20%	+$794K	0.02%	788
2025 Q2	$3.88M	Buy	74,168 +41,840	+129%	+$2.07M	0.02%	729
2025 Q1	$1.61M	Buy	32,328 +13,026	+67%	+$653K	0.01%	868
2024 Q4	$933K	Hold	19,302	–	–	0.01%	941
2024 Q3	$875K	Hold	19,302	–	–	0.01%	942
2024 Q2	$794K	Buy	+19,302	New	+$794K	0.01%	954

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Joel Greenblatt's XLF Position: Q2 2026 in Review

Joel Greenblatt increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 133% in Q2 2026, buying an estimated $11.2M and bringing the position to 375,591 shares worth $20.1M. The position accounts for 0.05% of the portfolio, ranked #562.

Joel Greenblatt first reported a position in XLF in Q2 2024 and has held it in 9 quarters since. 1,888 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Joel Greenblatt held 375,591 shares of State Street Financial Select Sector SPDR ETF worth $20.1M as of Q2 2026.
Joel Greenblatt bought 214,555 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $11.2M.
State Street Financial Select Sector SPDR ETF made up 0.05% of Joel Greenblatt's portfolio in Q2 2026, its #562 holding.
Joel Greenblatt first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
1,888 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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