Joel Greenblatt’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Joel Greenblatt’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.6M	Buy	123,460 +82,268	+200%	+$12.2M	0.05%	578
2026 Q1	$6.04M	Buy	41,192 +12,673	+44%	+$1.95M	0.02%	829
2025 Q4	$4.41M	Buy	28,519 +5,589	+24%	+$837K	0.02%	843
2025 Q3	$3.19M	Buy	22,930 +9,496	+71%	+$1.28M	0.01%	888
2025 Q2	$1.81M	Hold	13,434	–	–	0.01%	954
2025 Q1	$1.96M	Buy	+13,434	New	+$1.95M	0.02%	809

Other funds holding XLV

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

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

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

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

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

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Joel Greenblatt's XLV Position: Q2 2026 in Review

Joel Greenblatt increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 200% in Q2 2026, buying an estimated $12.2M and bringing the position to 123,460 shares worth $19.6M. The position accounts for 0.05% of the portfolio, ranked #578.

Joel Greenblatt first reported a position in XLV in Q1 2025 and has held it in 6 quarters since. 1,850 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Joel Greenblatt held 123,460 shares of State Street Health Care Select Sector SPDR ETF worth $19.6M as of Q2 2026.
Joel Greenblatt bought 82,268 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $12.2M.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Joel Greenblatt's portfolio in Q2 2026, its #578 holding.
Joel Greenblatt first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,850 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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