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Rappaport Reiches Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Rappaport Reiches Capital Management’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$307K Hold
2,259
– – 0.08% 89
2024
Q4 		$298K Hold
2,259
– – 0.08% 79
2024
Q3 		$321K Buy
+2,259
New +$306K 0.09% 80

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Rappaport Reiches Capital Management held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q1 2025 at 2,259 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #89.

Rappaport Reiches Capital Management first reported a position in SDY in Q3 2024 and has held it in 3 quarters since. The position peaked at $321K in Q3 2024. 1,173 funds tracked by Wall St. Rank hold SDY as of Q1 2025.

  • Rappaport Reiches Capital Management held 2,259 shares of State Street SPDR S&P Dividend ETF worth $307K as of Q1 2025.
  • Rappaport Reiches Capital Management left its State Street SPDR S&P Dividend ETF share count unchanged in Q1 2025.
  • State Street SPDR S&P Dividend ETF made up 0.08% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #89 holding.
  • Rappaport Reiches Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2024 and has held it in 3 quarters since.
  • Rappaport Reiches Capital Management's State Street SPDR S&P Dividend ETF position peaked at $321K in Q3 2024.
  • 1,173 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2025.

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