Joel Greenblatt - Gotham Asset Management
Holding/activity history for State Street Utilities Select Sector SPDR ETF (XLU)
← All XLU superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 165,528 | 0.02 | Add 232.24% | 0.02 | $41.74–47.80 · VW $45.14i | $7,596,080 | SEC |
| 2025 Q4 | 49,822 | <0.01 | Add 629.89% | <0.01 | $42.03–46.88 · VW $44.43i | $2,126,901 | SEC |
| 2025 Q3 | 6,826 | <0.01 | Buy | <0.01 | $40.17–43.83 · VW $42.47i | $297,648 | SEC |
Price snapshot:
Current price$45.72
Avg. buy price$44.96
+/- since buy1.68%
52-week low$39.59
52-week high$47.41