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Rappaport Reiches Capital Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Rappaport Reiches Capital Management’s Portfolio MDYG Stock Details MDYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$390K Hold
4,910
– – 0.1% 74
2024
Q4 		$427K Hold
4,910
– – 0.11% 64
2024
Q3 		$431K Buy
+4,910
New +$419K 0.11% 68

Other funds holding MDYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

Rappaport Reiches Capital Management held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q1 2025 at 4,910 shares worth $390K. The position accounts for 0.1% of the portfolio, ranked #74.

Rappaport Reiches Capital Management first reported a position in MDYG in Q3 2024 and has held it in 3 quarters since. The position peaked at $431K in Q3 2024. 379 funds tracked by Wall St. Rank hold MDYG as of Q1 2025.

  • Rappaport Reiches Capital Management held 4,910 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $390K as of Q1 2025.
  • Rappaport Reiches Capital Management left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q1 2025.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 0.1% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #74 holding.
  • Rappaport Reiches Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Rappaport Reiches Capital Management's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $431K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q1 2025.

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