Joel Greenblatt’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Joel Greenblatt's XLU Position: Q2 2026 in Review
Joel Greenblatt increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 54% in Q2 2026, buying an estimated $4.02M and bringing the position to 254,300 shares worth $11.5M. The position accounts for 0.03% of the portfolio, ranked #759.
Joel Greenblatt first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Joel Greenblatt held 254,300 shares of State Street Utilities Select Sector SPDR ETF worth $11.5M as of Q2 2026.
- Joel Greenblatt bought 88,772 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $4.02M.
- State Street Utilities Select Sector SPDR ETF made up 0.03% of Joel Greenblatt's portfolio in Q2 2026, its #759 holding.
- Joel Greenblatt first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.