Raab & Moskowitz Asset Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio SPDW Stock Details SPDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-30,521	Closed	-$730K	–	139
2020 Q1	$730K	Sell	30,521 -10,586	-26%	-$303K	0.4%	72
2019 Q4	$1.29M	Sell	41,107 -975	-2%	-$29.7K	0.51%	61
2019 Q3	$1.24M	Sell	42,082 -24,196	-37%	-$702K	0.54%	63
2019 Q2	$1.96M	Sell	66,278 -8,625	-12%	-$254K	0.87%	41
2019 Q1	$2.19M	Sell	74,903 -1,261	-2%	-$35.9K	1%	33
2018 Q4	$2.01M	Sell	76,164 -16,292	-18%	-$459K	0.99%	33
2018 Q3	$2.84M	Buy	92,456 +5,739	+7%	+$175K	1.18%	23
2018 Q2	$2.64M	Buy	86,717 +10,084	+13%	+$319K	1.26%	22
2018 Q1	$2.41M	Buy	76,633 +46,062	+151%	+$1.48M	1.19%	26
2017 Q4	$969K	Buy	+30,571	New	+$953K	0.47%	64

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Raab & Moskowitz Asset Management's SPDW Position: Q2 2020 in Review

Raab & Moskowitz Asset Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2020, closing a stake of 30,521 shares — an estimated $730K sold.

Raab & Moskowitz Asset Management first reported a position in SPDW in Q4 2017 and held it in 10 quarters. The position peaked at $2.84M in Q3 2018. 410 funds tracked by Wall St. Rank hold SPDW as of Q2 2020.

Raab & Moskowitz Asset Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q2 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 30,521 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2020, an estimated $730K.
Raab & Moskowitz Asset Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and held it in 10 quarters.
Raab & Moskowitz Asset Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $2.84M in Q3 2018.
410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.