Number of Shares
15,633.00
Current Holdings Value*
$8.74 Mil
% of Portfolio
2.19%
Total Estimate Gain
$2.53 Mil
% of Total Estimate Gain
34.16%

Rappaport Reiches Capital Management, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Rappaport Reiches Capital Management, LLC held 15,633.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $8.74 Mil. This investment constitutes 2.19% of their stock portfolio, and Rappaport Reiches Capital Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2021Q2. And since then Rappaport Reiches Capital Management, LLC has made 10 purchases of SPY, at an average price of $460.46, for a total of 16,091.00 shares. In addition, there have been 3 sales at an average price of $417.34 for 458.00 shares. Based on historical transaction data and SPY's current price of $623.62, Rappaport Reiches Capital Management, LLC's estimated gain on his SPY holdings is $2.53 Mil, reflecting a 34.16% gain to date.

Rappaport Reiches Capital Management, LLC SPY ($623.62) Holding Chart

Rappaport Reiches Capital Management, LLC SPY ($623.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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