Rappaport Reiches Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Rappaport Reiches Capital Management’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
2025 Q1	$322K	Hold	604	–	–	0.08%	86
2024 Q4	$344K	Hold	604	–	–	0.09%	72
2024 Q3	$344K	Buy	+604	New	+$333K	0.09%	77
2024 Q2	–	Sell	-367	Closed	-$204K	–	109
2024 Q1	$204K	Buy	+367	New	+$190K	0.06%	98

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rappaport Reiches Capital Management's MDY Position: Q1 2025 in Review

Rappaport Reiches Capital Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2025 at 604 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #86.

Rappaport Reiches Capital Management first reported a position in MDY in Q1 2024 and has held it in 4 quarters since. The position peaked at $344K in Q3 2024. 1,358 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

Rappaport Reiches Capital Management held 604 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $322K as of Q1 2025.
Rappaport Reiches Capital Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #86 holding.
Rappaport Reiches Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 4 quarters since.
Rappaport Reiches Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $344K in Q3 2024.
1,358 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.