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Raab & Moskowitz Asset Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,438
Closed -$106K – 453
2019
Q4 		$106K Buy
+3,438
New +$107K 0.04% 196

Other funds holding SPTI

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Raab & Moskowitz Asset Management sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2020, closing a stake of 3,438 shares — an estimated $106K sold.

Raab & Moskowitz Asset Management first reported a position in SPTI in Q4 2019 and held it in 1 quarter. The position peaked at $106K in Q4 2019. 127 funds tracked by Wall St. Rank hold SPTI as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 3,438 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2020, an estimated $106K.
  • Raab & Moskowitz Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2019 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $106K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2020.

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