Joel Greenblatt’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Joel Greenblatt’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16M	Buy	136,248 +95,422	+234%	+$11.1M	0.04%	662
2026 Q1	$4.45M	Buy	40,826 +452	+1%	+$52.8K	0.01%	889
2025 Q4	$4.82M	Buy	40,374 +23,606	+141%	+$2.8M	0.02%	822
2025 Q3	$2.01M	Hold	16,768	–	–	0.01%	1002
2025 Q2	$1.82M	Hold	16,768	–	–	0.01%	952
2025 Q1	$1.66M	Buy	+16,768	New	+$1.82M	0.01%	861
2023 Q4	–	Sell	-19,050	Closed	-$1.53M	–	1445
2023 Q3	$1.53M	Hold	19,050	–	–	0.03%	642
2023 Q2	$1.62M	Hold	19,050	–	–	0.04%	613
2023 Q1	$1.42M	Buy	+19,050	New	+$1.37M	0.03%	630

Other funds holding XLY

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

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

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

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

MIFH

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Joel Greenblatt's XLY Position: Q2 2026 in Review

Joel Greenblatt increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 234% in Q2 2026, buying an estimated $11.1M and bringing the position to 136,248 shares worth $16M. The position accounts for 0.04% of the portfolio, ranked #662.

Joel Greenblatt first reported a position in XLY in Q1 2023 and has held it in 9 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Joel Greenblatt held 136,248 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $16M as of Q2 2026.
Joel Greenblatt bought 95,422 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $11.1M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Joel Greenblatt's portfolio in Q2 2026, its #662 holding.
Joel Greenblatt first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and has held it in 9 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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