ValuationViz

MDY fund manager activity

SPDR S&P MIDCAP 400 ETF TR. Reported by 5 tracked fund managers in their 13F filings, Q1 2014 to Q3 2026.

Q3 2026

ManagerActivitySharesValue% of portfolioFiled
David Katz - Matrix Asset AdvisorsTrimmed5,787$3,801,0350.31%Oct 13, 2026

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Ken Fisher - Fisher Asset ManagementNew726$511,1690.00%Aug 4, 2026
Joel Greenblatt - Gotham Asset ManagementAdded8,864$6,234,4060.01%Aug 14, 2026
Mairs & Power FundsTrimmed798$561,3530.01%Aug 14, 2026
David Katz - Matrix Asset AdvisorsTrimmed5,926$4,167,9810.34%Jul 15, 2026

Older quarters