RMAM
SPYV icon

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

Raab & Moskowitz Asset Management’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.13M Sell
51,450
-2,443
-5% -$146K 0.63% 43
2026
Q1 		$3.05M Sell
53,893
-505
-0.9% -$29.3K 0.68% 39
2025
Q4 		$3.09M Sell
54,398
-100
-0.2% -$5.62K 0.68% 37
2025
Q3 		$3.02M Sell
54,498
-55
-0.1% -$2.96K 0.67% 36
2025
Q2 		$2.86M Sell
54,553
-4,130
-7% -$206K 0.68% 39
2025
Q1 		$3M Sell
58,683
-5,765
-9% -$299K 0.75% 37
2024
Q4 		$3.3M Buy
64,448
+1,333
+2% +$70.9K 0.81% 34
2024
Q3 		$3.34M Buy
63,115
+141
+0.2% +$7.18K 0.84% 32
2024
Q2 		$3.07M Sell
62,974
-879
-1% -$43K 0.83% 31
2024
Q1 		$3.2M Buy
63,853
+6,582
+11% +$314K 0.89% 31
2023
Q4 		$2.67M Sell
57,271
-843
-1% -$36.4K 0.84% 35
2023
Q3 		$2.4M Buy
58,114
+745
+1% +$32.3K 0.84% 33
2023
Q2 		$2.48M Buy
57,369
+1,600
+3% +$66.1K 0.85% 37
2023
Q1 		$2.27M Hold
55,769
– – 0.83% 38
2022
Q4 		$2.17M Sell
55,769
-4,766
-8% -$183K 0.82% 41
2022
Q3 		$2.09M Sell
60,535
-2,219
-4% -$84.2K 0.88% 34
2022
Q2 		$2.31M Hold
62,754
– – 0.9% 32
2022
Q1 		$2.62M Buy
62,754
+90
+0.1% +$3.71K 0.9% 35
2021
Q4 		$2.63M Sell
62,664
-498
-0.8% -$20.3K 0.86% 35
2021
Q3 		$2.46M Sell
63,162
-1,017
-2% -$40.6K 0.89% 39
2021
Q2 		$2.54M Sell
64,179
-3,619
-5% -$143K 0.93% 37
2021
Q1 		$2.57M Sell
67,798
-575
-0.8% -$20.8K 1% 35
2020
Q4 		$2.35M Buy
68,373
+4,355
+7% +$142K 0.96% 32
2020
Q3 		$1.93M Sell
64,018
-7,171
-10% -$218K 0.89% 36
2020
Q2 		$2.06M Sell
71,189
-36,786
-34% -$1.05M 1% 32
2020
Q1 		$2.79M Sell
107,975
-31,907
-23% -$1.02M 1.52% 20
2019
Q4 		$4.88M Buy
139,882
+14,303
+11% +$478K 1.93% 9
2019
Q3 		$4.01M Buy
125,579
+19,961
+19% +$628K 1.76% 15
2019
Q2 		$3.3M Buy
105,618
+13,357
+14% +$411K 1.46% 18
2019
Q1 		$2.79M Sell
92,261
-3,073
-3% -$90.6K 1.28% 22
2018
Q4 		$2.59M Buy
95,334
+36,329
+62% +$1.07M 1.27% 23
2018
Q3 		$1.84M Buy
59,005
+15,372
+35% +$474K 0.76% 45
2018
Q2 		$1.29M Buy
43,633
+10,847
+33% +$323K 0.62% 55
2018
Q1 		$963K Buy
32,786
+14,136
+76% +$434K 0.47% 64
2017
Q4 		$572K Buy
+18,650
New +$558K 0.28% 91

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Raab & Moskowitz Asset Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 4.5% in Q2 2026, selling an estimated $146K and leaving 51,450 shares worth $3.13M. The position accounts for 0.63% of the portfolio, ranked #43.

Raab & Moskowitz Asset Management first reported a position in SPYV in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.88M in Q4 2019. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Raab & Moskowitz Asset Management held 51,450 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $3.13M as of Q2 2026.
  • Raab & Moskowitz Asset Management sold 2,443 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $146K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.63% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #43 holding.
  • Raab & Moskowitz Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and has held it in 35 quarters since.
  • Raab & Moskowitz Asset Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $4.88M in Q4 2019.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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