Raab & Moskowitz Asset Management LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Raab & Moskowitz Asset Management LLC

$393 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$124.76 - $146.81 $177,408 - $208,763	-1,422 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$132.75 - $149.18 $38,497 - $43,262	-290 Reduced 16.94%	1,422 $204,000
Q4 2021 Feb 07, 2022	BUY	$133.85 - $150.71 $27,840 - $31,347	208 Added 13.83%	1,712 $258,000
Q3 2021 Nov 03, 2021	SELL	$133.4 - $142.58 $12,673 - $13,545	-95 Reduced 5.94%	1,504 $201,000
Q2 2021 Jul 30, 2021	SELL	$126.3 - $135.02 $6,567 - $7,021	-52 Reduced 3.15%	1,599 $213,000
Q1 2021 Apr 28, 2021	SELL	$115.39 - $126.42 $24,001 - $26,295	-208 Reduced 11.19%	1,651 $206,000
Q4 2020 Feb 12, 2021	SELL	$105.25 - $120.39 $1,263 - $1,444	-12 Reduced 0.64%	1,859 $222,000
Q3 2020 Nov 13, 2020	BUY	$101.36 - $112.97 $189,644 - $211,366	1,871 New	1,871 $202,000
Q2 2020 Aug 13, 2020	SELL	$85.62 - $110.58 $195,299 - $252,232	-2,281 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$76.56 - $121.5 $44,634 - $70,834	-583 Reduced 20.36%	2,281 $206,000
Q3 2019 Nov 13, 2019	BUY	$110.17 - $111.99 $57,178 - $58,122	519 Added 22.13%	2,864 $319,000
Q1 2019 May 13, 2019	SELL	N/A	-124 Reduced 5.02%	2,345 $235,000
Q4 2018 Feb 04, 2019	BUY	N/A	2,469 New	2,469 $219,000

Others Institutions Holding LGLV

# of Institutions

159

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

610K
Shares

$105 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$54.6 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$47.1 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$41 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$36.4 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

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