Raab & Moskowitz Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.13M	Sell	24,283 -1,284	-5%	-$110K	0.43%	60
2026 Q1	$1.96M	Sell	25,567 -473	-2%	-$37.8K	0.44%	60
2025 Q4	$2.09M	Sell	26,040 -372	-1%	-$29.6K	0.46%	61
2025 Q3	$2.07M	Sell	26,412 -293	-1%	-$22.1K	0.46%	62
2025 Q2	$1.94M	Sell	26,705 -555	-2%	-$37.3K	0.46%	63
2025 Q1	$1.79M	Sell	27,260 -820	-3%	-$56.7K	0.45%	62
2024 Q4	$1.94M	Sell	28,080 -168	-0.6%	-$11.6K	0.47%	61
2024 Q3	$1.91M	Hold	28,248	–	–	0.48%	60
2024 Q2	$1.81M	Sell	28,248 -711	-2%	-$43.8K	0.49%	54
2024 Q1	$1.78M	Sell	28,959 -105	-0.4%	-$6.15K	0.5%	57
2023 Q4	$1.62M	Sell	29,064 -180	-0.6%	-$9.43K	0.51%	56
2023 Q3	$1.47M	Sell	29,244 -88	-0.3%	-$4.6K	0.52%	57
2023 Q2	$1.53M	Sell	29,332 -1,195	-4%	-$59K	0.52%	57
2023 Q1	$1.47M	Sell	30,527 -250	-0.8%	-$11.7K	0.54%	56
2022 Q4	$1.38M	Sell	30,777 -24	-0.1%	-$1.08K	0.53%	58
2022 Q3	$1.29M	Sell	30,801 -825	-3%	-$38.5K	0.54%	57
2022 Q2	$1.4M	Sell	31,626 -988	-3%	-$47.6K	0.55%	56
2022 Q1	$1.73M	Sell	32,614 -4,027	-11%	-$211K	0.59%	54
2021 Q4	$2.05M	Sell	36,641 -53	-0.1%	-$2.86K	0.67%	48
2021 Q3	$1.85M	Sell	36,694 -317	-0.9%	-$16.4K	0.67%	51
2021 Q2	$1.86M	Sell	37,011 -4,154	-10%	-$204K	0.68%	47
2021 Q1	$1.92M	Sell	41,165 -956	-2%	-$43.4K	0.75%	47
2020 Q4	$1.85M	Sell	42,121 -988	-2%	-$41.2K	0.76%	44
2020 Q3	$1.7M	Sell	43,109 -5,250	-11%	-$204K	0.78%	42
2020 Q2	$1.75M	Sell	48,359 -1,639	-3%	-$56.4K	0.85%	39
2020 Q1	$1.51M	Sell	49,998 -6,786	-12%	-$243K	0.82%	43
2019 Q4	$2.15M	Buy	56,784 +1,251	+2%	+$45.2K	0.85%	43
2019 Q3	$1.94M	Buy	55,533 +7,772	+16%	+$270K	0.85%	44
2019 Q2	$1.65M	Buy	47,761 +2,489	+5%	+$84.4K	0.73%	51
2019 Q1	$1.5M	Buy	45,272 +2,229	+5%	+$71.1K	0.69%	53
2018 Q4	$1.26M	Buy	43,043 +23,314	+118%	+$735K	0.62%	58
2018 Q3	$672K	Buy	19,729 +6,714	+52%	+$224K	0.28%	87
2018 Q2	$414K	Buy	13,015 +1,520	+13%	+$48.2K	0.2%	116
2018 Q1	$355K	Buy	11,495 +2,803	+32%	+$89.7K	0.17%	118
2017 Q4	$272K	Buy	+8,692	New	+$265K	0.13%	127

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Raab & Moskowitz Asset Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5% in Q2 2026, selling an estimated $110K and leaving 24,283 shares worth $2.13M. The position accounts for 0.43% of the portfolio, ranked #60.

Raab & Moskowitz Asset Management first reported a position in SPYM in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.15M in Q4 2019. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Raab & Moskowitz Asset Management held 24,283 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.13M as of Q2 2026.
Raab & Moskowitz Asset Management sold 1,284 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $110K.
State Street SPDR Portfolio S&P 500 ETF made up 0.43% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #60 holding.
Raab & Moskowitz Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
Raab & Moskowitz Asset Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.15M in Q4 2019.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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