Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  State Street SPDR S&P 500 ETF Trust (SPY)
← All SPY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 9,005,674 17.94 Add 33.87% 4.54 $629.28–697.84 · VW $674.63i $5,856,750,029 SEC
2025   Q4 6,727,201 16.75 Add 19.74% 2.76 $650.85–691.66 · VW $676.55i $4,587,412,906 SEC
2025   Q3 5,618,281 16.29 Add 28.99% 3.66 $615.52–667.34 · VW $641.54i $3,742,786,437 SEC
2025   Q2 4,355,487 16.10 Add 32.13% 3.92 $481.80–619.22 · VW $568.28i $2,691,037,643 SEC
2025   Q1 3,296,351 15.39 Add 38.27% 4.26 $546.87–613.23 · VW $583.64i $1,843,945,786 SEC
2024   Q4 2,384,018 13.25 Add 28.28% 2.92 $565.27–609.07 · VW $585.58i $1,397,225,269 SEC
2024   Q3 1,858,501 11.04 Add 25.31% 2.23 $510.27–574.71 · VW $552.85i $1,066,333,534 SEC
2024   Q2 1,483,153 10.45 Add 18.77% 1.65 $493.86–550.28 · VW $518.84i $807,161,526 SEC
2024   Q1 1,248,759 9.87 Add 25.89% 2.03 $466.43–524.61 · VW $498.53i $653,188,370 SEC
2023   Q4 991,922 8.75 Add 8.84% 0.71 $409.21–477.55 · VW $443.53i $471,470,446 SEC
2023   Q3 911,380 8.05 Add 22.05% 1.45 $422.29–459.44 · VW $444.03i $389,596,722 SEC
2023   Q2 746,740 7.20 Add 18.03% 1.10 $403.74–444.30 · VW $421.05i $331,014,907 SEC
2023   Q1 632,651 6.28 Add 21.77% 1.12 $377.83–418.31 · VW $400.04i $259,000,993 SEC
2022   Q4 519,546 5.59 Add 6.74% 0.35 $348.11–410.49 · VW $385.60i $198,689,977 SEC
2022   Q3 486,759 5.21 Add 25.35% 1.05 $357.04–431.73 · VW $391.67i $173,861,000 SEC
2022   Q2 388,322 4.71 Add 23.53% 0.90 $362.17–457.83 · VW $406.52i $146,494,000 SEC
2022   Q1 314,344 4.40 Add 46.40% 1.39 $410.64–479.98 · VW $442.96i $141,970,000 SEC
2021   Q4 214,711 3.29 Add 47.54% 1.06 $426.36–479.00 · VW $459.82i $101,979,000 SEC
2021   Q3 145,524 2.53 Add 63.92% 0.99 $421.97–454.05 · VW $439.00i $62,450,000 SEC
2021   Q2 88,779 1.61 Add 233.20% 1.13 $398.18–428.78 · VW $416.87i $38,003,000 SEC
2021   Q1 26,644 0.47 Add 393.86% 0.38 $364.82–398.12 · VW $382.78i $10,560,000 SEC
2020   Q4 5,395 0.07 Buy 0.07 $322.60–378.46 · VW $351.18i $2,017,000 SEC
2020   Q1 0 0.00 Sell 100.00% 0.25 $218.26–339.08 · VW $282.17i SEC
2019   Q4 43,000 0.25 Buy 0.25 $284.82–323.80 · VW $308.41i $13,840,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.03 $281.72–302.63 · VW $294.59i SEC
2019   Q2 6,838 0.03 Reduce 68.05% 0.06 $273.09–296.31 · VW $286.06i $2,004,000 SEC
2019   Q1 21,400 0.09 Reduce 22.18% 0.02 $243.67–285.18 · VW $271.43i $6,045,000 SEC
2018   Q4 27,500 0.11 Add 554.76% 0.09 $233.76–293.21 · VW $266.69i $6,873,000 SEC
2018   Q3 4,200 0.02 Buy 0.02 $269.24–293.94 · VW $285.25i $1,221,000 SEC
2018   Q2 0 0.00 Sell 100.00% 0.02 $254.67–279.48 · VW $267.86i SEC
2018   Q1 5,099 0.02 Reduce 94.66% 0.35 $252.92–286.63 · VW $271.13i $1,342,000 SEC
2017   Q4 95,403 0.37 Add 73.46% 0.16 $251.29–268.60 · VW $261.43i $25,459,000 SEC
2017   Q3 55,000 0.21 Add 32.85% 0.05 $240.34–251.32 · VW $246.81i $13,818,000 SEC
2017   Q2 41,400 0.14 Buy 0.14 $232.51–245.01 · VW $239.55i $10,011,000 SEC
2017   Q1 0 0.00 Sell 100.00% 0.38 $223.88–240.32 · VW $232.46i SEC
2016   Q4 128,867 0.38 Add 154.59% 0.23 $208.38–228.34 · VW $218.03i $28,806,000 SEC
2016   Q3 50,618 0.15 Add 1676.07% 0.14 $207.06–219.60 · VW $215.64i $10,949,000 SEC
2016   Q2 2,850 <0.01 Reduce 95.89% 0.16 $198.65–212.52 · VW $207.11i $597,000 SEC
2016   Q1 69,409 0.16 Add 13.23% 0.02 $181.02–206.87 · VW $194.25i $14,265,000 SEC
2015   Q4 61,301 0.14 Add 53.24% 0.05 $189.12–211.66 · VW $204.64i $12,497,000 SEC
2015   Q3 40,002 0.08 Add 14.47% <0.01 $182.40–213.18 · VW $199.12i $7,666,000 SEC
2015   Q2 34,946 0.06 Reduce 77.44% 0.20 $204.51–213.78 · VW $208.96i $7,195,000 SEC
2015   Q1 154,881 0.25 Reduce 50.86% 0.28 $197.86–212.24 · VW $204.99i $31,972,000 SEC
2014   Q4 315,200 0.56 Add 41.96% 0.16 $181.92–212.97 · VW $200.63i $64,786,000 SEC
2014   Q3 222,039 0.46 Buy 0.46 $190.55–201.90 · VW $196.95i $43,746,000 SEC
2014   Q2 0 0.00 Sell 100.00% 0.85 $181.31–196.60 · VW $190.09i SEC
2014   Q1 284,014 0.85 Add 58.13% 0.31 $173.71–189.02 · VW $183.01i $53,113,000 SEC
2013   Q4 179,607 0.84 Add 1.29% 0.01 $164.53–184.69 · VW $177.44i $33,172,000 SEC
2013   Q3 177,321 1.02 Reduce 33.70% 0.66 $160.22–173.60 · VW $166.85i $29,792,000 SEC
2013   Q2 267,442 1.95 Add 418.50% 1.57 $153.55–169.07 · VW $160.60i $42,903,000 SEC
2013   Q1 51,580 0.44 Reduce 83.44% 2.31 $144.73–156.85 · VW $151.33i $8,081,000 SEC
2012   Q4 311,398 2.77 Add 735.05% 2.44 $134.70–147.16 · VW $141.84i $44,346,000 SEC
2012   Q3 37,291 0.39 Reduce 84.30% 2.15 $132.60–148.11 · VW $139.96i $5,369,000 SEC
2012   Q2 237,500 2.55 Add 26.58% 0.54 $127.14–142.21 · VW $135.30i $32,325,000 SEC
2012   Q1 187,634 2.47 Reduce 43.90% 2.37 $126.43–141.83 · VW $135.13i $26,421,000 SEC
2011   Q4 334,491 5.41 Add 76.13% 2.34 $107.43–129.42 · VW $122.49i $41,979,000 SEC
2011   Q3 189,911 3.71 Reduce 12.97% 0.56 $110.27–135.70 · VW $121.45i $21,488,000 SEC
2011   Q2 218,211 4.34 Buy 4.34 $126.19–137.18 · VW $132.90i $28,797,000 SEC
Price snapshot:
Current price$749.17
Avg. buy price$605.13
+/- since buy23.80%
52-week low$611.28
52-week high$758.45