Joel Greenblatt's MDY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 8,638 shares of SPDR S&P Midcap 400 ETF Trust (MDY) worth $5.15 M, representing 0.02% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in MDY for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 5,440 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's SPDR S&P Midcap 400 ETF Trust (MDY) Holding Value Over Time
Track share changes against reported price movement
Quarterly SPDR S&P Midcap 400 ETF Trust (MDY) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +3,198 | New Buy | 3,198 | $533.48 |
| Q3 2025 | +5,440 | Add 170.11% | 8,638 | $596.03 |
Joel Greenblatt's SPDR S&P Midcap 400 ETF Trust Investment FAQs
Joel Greenblatt first purchased SPDR S&P Midcap 400 ETF Trust (MDY) in Q1 2025, acquiring 3,198 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held SPDR S&P Midcap 400 ETF Trust (MDY) for 3 quarters since Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to SPDR S&P Midcap 400 ETF Trust (MDY) was in Q3 2025, adding 8,638 shares worth $5.15 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 8,638 shares of SPDR S&P Midcap 400 ETF Trust (MDY), valued at approximately $5.15 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, SPDR S&P Midcap 400 ETF Trust (MDY) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in SPDR S&P Midcap 400 ETF Trust (MDY) was 8,638 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.