Joel Greenblatt’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Joel Greenblatt’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14M	Buy	75,592 +44,057	+140%	+$7.66M	0.03%	710
2026 Q1	$5.1M	Buy	31,535 +8,423	+36%	+$1.41M	0.02%	866
2025 Q4	$3.59M	Buy	23,112 +12,926	+127%	+$1.99M	0.01%	888
2025 Q3	$1.57M	Buy	10,186 +488	+5%	+$73.9K	0.01%	1070
2025 Q2	$1.43M	Hold	9,698	–	–	0.01%	1034
2025 Q1	$1.27M	Buy	+9,698	New	+$1.31M	0.01%	928
2024 Q4	–	Sell	-5,732	Closed	-$776K	–	1538
2024 Q3	$776K	Hold	5,732	–	–	0.01%	980
2024 Q2	$699K	Buy	+5,732	New	+$706K	0.01%	986

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Joel Greenblatt's XLI Position: Q2 2026 in Review

Joel Greenblatt increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 140% in Q2 2026, buying an estimated $7.66M and bringing the position to 75,592 shares worth $14M. The position accounts for 0.03% of the portfolio, ranked #710.

Joel Greenblatt first reported a position in XLI in Q2 2024 and has held it in 8 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Joel Greenblatt held 75,592 shares of State Street Industrial Select Sector SPDR ETF worth $14M as of Q2 2026.
Joel Greenblatt bought 44,057 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.66M.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Joel Greenblatt's portfolio in Q2 2026, its #710 holding.
Joel Greenblatt first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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