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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return