SEC 13F Intelligence

Rappaport Reiches Capital Management, LLC / SPY

Rappaport Reiches Capital Management, LLC’s State Str Spdr S&P 500 Etf T Position

Does Rappaport Reiches Capital Management, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 15.6K shares worth $9M (+2.19% of its 13F portfolio) as of Q1 2025, up from 15.4K shares the prior filed quarter.

Position Value
$9M
Q1 2025
Shares
15.6K
% of Portfolio
+2.19%
Quarters Held
8
currently held

Position History SPY

Reported value by quarter
Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ3 ’23Q4 ’23: $5MQ4 ’23Q1 ’24: $6MQ1 ’24Q2 ’24: $8MQ2 ’24Q3 ’24: $9MQ3 ’24Q4 ’24: $9MQ4 ’24Q1 ’25: $9MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202515.6K$9M+2.19%
Q4 202415.4K$9M+2.34%
Q3 202415.2K$9M+2.32%
Q2 202414.1K$8M+2.26%
Q1 202411.2K$6M+1.83%
Q4 202311.1K$5M+1.93%
Q3 20236.7K$3M+1.21%
Q2 20236.4K$3M+1.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rappaport Reiches Capital Management, LLC’s full portfolio or all institutional holders of SPY.