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Rappaport Reiches Capital Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Rappaport Reiches Capital Management’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$268K Hold
3,223
– – 0.07% 99
2024
Q4 		$291K Hold
3,223
– – 0.08% 81
2024
Q3 		$300K Buy
+3,223
New +$290K 0.08% 84

Other funds holding SLYG

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

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

Rappaport Reiches Capital Management held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q1 2025 at 3,223 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #99.

Rappaport Reiches Capital Management first reported a position in SLYG in Q3 2024 and has held it in 3 quarters since. The position peaked at $300K in Q3 2024. 461 funds tracked by Wall St. Rank hold SLYG as of Q1 2025.

  • Rappaport Reiches Capital Management held 3,223 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $268K as of Q1 2025.
  • Rappaport Reiches Capital Management left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q1 2025.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.07% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #99 holding.
  • Rappaport Reiches Capital Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Rappaport Reiches Capital Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $300K in Q3 2024.
  • 461 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2025.

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