Raab & Moskowitz Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,043	Closed	-$146K	–	450
2019 Q4	$146K	Buy	+4,043	New	+$141K	0.06%	174
2018 Q4	–	Sell	-4,421	Closed	-$159K	–	442
2018 Q3	$159K	Buy	+4,421	New	+$160K	0.07%	176
2015 Q1	–	Sell	-300	Closed	-$8K	–	330
2014 Q4	$8K	Buy	+300	New	+$8.4K	﹤0.01%	360

Other funds holding SPMD

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

MWPCG

Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Raab & Moskowitz Asset Management's SPMD Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2020, closing a stake of 4,043 shares — an estimated $146K sold.

Raab & Moskowitz Asset Management first reported a position in SPMD in Q4 2014 and held it in 3 quarters. The position peaked at $159K in Q3 2018. 218 funds tracked by Wall St. Rank hold SPMD as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 4,043 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2020, an estimated $146K.
Raab & Moskowitz Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2014 and held it in 3 quarters.
Raab & Moskowitz Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $159K in Q3 2018.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.