Joel Greenblatt's MDY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 8,638 shares of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) worth $5.21 M, representing 0.02% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 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 State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | +5,440 | Add 170.11% | 8,638 | $596.03 |
| Q1 2025 | +3,198 | New Buy | 3,198 | $533.48 |
Joel Greenblatt's State Street SPDR S&P MIDCAP 400 ETF Trust Investment FAQs
Joel Greenblatt first purchased State Street 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 State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for 4 quarters since Q1 2025.
Joel Greenblatt's largest addition to State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) was in Q3 2025, adding 8,638 shares worth $5.15 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 8,638 shares of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY), valued at approximately $5.21 M.
As of the Q4 2025 filing, State Street 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.
Joel Greenblatt's peak holding in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) was 8,638 shares, as reported at the end of Q3 2025.