Joel Greenblatt’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Joel Greenblatt’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.23M	Buy	8,864 +226	+3%	+$151K	0.01%	904
2026 Q1	$5.33M	Hold	8,638	–	–	0.02%	851
2025 Q4	$5.21M	Hold	8,638	–	–	0.02%	800
2025 Q3	$5.15M	Buy	8,638 +5,440	+170%	+$3.19M	0.02%	766
2025 Q2	$1.81M	Hold	3,198	–	–	0.01%	953
2025 Q1	$1.71M	Buy	+3,198	New	+$1.82M	0.01%	851

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Joel Greenblatt's MDY Position: Q2 2026 in Review

Joel Greenblatt increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.6% in Q2 2026, buying an estimated $151K and bringing the position to 8,864 shares worth $6.23M. The position accounts for 0.01% of the portfolio, ranked #904.

Joel Greenblatt first reported a position in MDY in Q1 2025 and has held it in 6 quarters since. 1,530 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Joel Greenblatt held 8,864 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $6.23M as of Q2 2026.
Joel Greenblatt bought 226 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $151K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #904 holding.
Joel Greenblatt first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 6 quarters since.
1,530 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

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