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Raab & Moskowitz Asset Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.61M Sell
28,696
-840
-3% -$73.9K 0.52% 50
2026
Q1 		$2.34M Sell
29,536
-754
-2% -$62.3K 0.52% 51
2025
Q4 		$2.5M Sell
30,290
-295
-1% -$24.1K 0.55% 47
2025
Q3 		$2.47M Sell
30,585
-33
-0.1% -$2.56K 0.55% 45
2025
Q2 		$2.29M Sell
30,618
-709
-2% -$49.2K 0.55% 53
2025
Q1 		$2.13M Sell
31,327
-273
-0.9% -$19.5K 0.54% 55
2024
Q4 		$2.26M Sell
31,600
-43
-0.1% -$3.09K 0.55% 50
2024
Q3 		$2.22M Sell
31,643
-797
-2% -$53.8K 0.56% 48
2024
Q2 		$2.15M Sell
32,440
-1,295
-4% -$82.9K 0.58% 46
2024
Q1 		$2.16M Sell
33,735
-3,492
-9% -$213K 0.61% 50
2023
Q4 		$2.18M Sell
37,227
-1,493
-4% -$81.5K 0.69% 45
2023
Q3 		$2.03M Sell
38,720
-1,191
-3% -$65.1K 0.72% 44
2023
Q2 		$2.17M Sell
39,911
-1,389
-3% -$71.7K 0.74% 42
2023
Q1 		$2.08M Sell
41,300
-619
-1% -$30.6K 0.76% 46
2022
Q4 		$1.98M Sell
41,919
-1,615
-4% -$76.7K 0.75% 46
2022
Q3 		$1.92M Sell
43,534
-5,392
-11% -$264K 0.81% 40
2022
Q2 		$2.27M Sell
48,926
-6,937
-12% -$350K 0.89% 34
2022
Q1 		$3.1M Sell
55,863
-3,284
-6% -$180K 1.06% 28
2021
Q4 		$3.46M Sell
59,147
-1,888
-3% -$107K 1.13% 27
2021
Q3 		$3.23M Sell
61,035
-975
-2% -$53K 1.17% 24
2021
Q2 		$3.29M Sell
62,010
-9,524
-13% -$493K 1.2% 24
2021
Q1 		$3.52M Sell
71,534
-7,391
-9% -$353K 1.37% 20
2020
Q4 		$3.64M Sell
78,925
-5,799
-7% -$253K 1.49% 20
2020
Q3 		$3.46M Sell
84,724
-5,328
-6% -$216K 1.6% 19
2020
Q2 		$3.4M Sell
90,052
-15,083
-14% -$539K 1.65% 19
2020
Q1 		$3.31M Buy
105,135
+8,699
+9% +$327K 1.8% 17
2019
Q4 		$3.84M Buy
96,436
+12,975
+16% +$495K 1.52% 18
2019
Q3 		$3.07M Buy
83,461
+11,022
+15% +$404K 1.34% 23
2019
Q2 		$2.64M Buy
72,439
+11,792
+19% +$423K 1.17% 24
2019
Q1 		$2.13M Buy
60,647
+18,605
+44% +$630K 0.97% 34
2018
Q4 		$1.3M Buy
42,042
+39,915
+1,877% +$1.33M 0.64% 55
2018
Q3 		$76K Buy
+2,127
New +$75.7K 0.03% 228

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raab & Moskowitz Asset Management's SPTM Position: Q2 2026 in Review

Raab & Moskowitz Asset Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.8% in Q2 2026, selling an estimated $73.9K and leaving 28,696 shares worth $2.61M. The position accounts for 0.52% of the portfolio, ranked #50.

Raab & Moskowitz Asset Management first reported a position in SPTM in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.84M in Q4 2019. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Raab & Moskowitz Asset Management held 28,696 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.61M as of Q2 2026.
  • Raab & Moskowitz Asset Management sold 840 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $73.9K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.52% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #50 holding.
  • Raab & Moskowitz Asset Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and has held it in 32 quarters since.
  • Raab & Moskowitz Asset Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.84M in Q4 2019.
  • 777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.