Raab & Moskowitz Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,372	Closed	-$111K	–	523
2019 Q4	$111K	Buy	+1,372	New	+$110K	0.04%	192
2018 Q4	–	Sell	-1,520	Closed	-$118K	–	508
2018 Q3	$118K	Buy	+1,520	New	+$116K	0.05%	188
2015 Q1	–	Sell	-3,737	Closed	-$211K	–	380
2014 Q4	$211K	Buy	+3,737	New	+$205K	0.12%	115
2014 Q3	–	Sell	-4,239	Closed	-$229K	–	149
2014 Q2	$229K	Sell	4,239 -1,700	-29%	-$90.8K	0.11%	139
2014 Q1	$311K	Sell	5,939 -762	-11%	-$39.1K	0.17%	120
2013 Q4	$350K	Buy	+6,701	New	+$329K	0.2%	115

Other funds holding XLI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

Raab & Moskowitz Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2020, closing a stake of 1,372 shares — an estimated $111K sold.

Raab & Moskowitz Asset Management first reported a position in XLI in Q4 2013 and held it in 6 quarters. The position peaked at $350K in Q4 2013. 676 funds tracked by Wall St. Rank hold XLI as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 1,372 State Street Industrial Select Sector SPDR ETF shares in Q1 2020, an estimated $111K.
Raab & Moskowitz Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and held it in 6 quarters.
Raab & Moskowitz Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $350K in Q4 2013.
676 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2020.

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