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Founders Bank & Trust’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Founders Bank & Trust’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-615
Closed -$20K – 364
2014
Q1 		$20K Hold
615
– – 0.01% 234
2013
Q4 		$19K Sell
615
-1,130
-65% -$35.2K 0.01% 257
2013
Q3 		$54K Sell
1,745
-660
-27% -$20.3K 0.03% 152
2013
Q2 		$75K Buy
+2,405
New +$78.1K 0.04% 127

Other funds holding SPBO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Founders Bank & Trust's SPBO Position: Q2 2014 in Review

Founders Bank & Trust sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2014, closing a stake of 615 shares — an estimated $20K sold.

Founders Bank & Trust first reported a position in SPBO in Q2 2013 and held it in 4 quarters. The position peaked at $75K in Q2 2013. 10 funds tracked by Wall St. Rank hold SPBO as of Q2 2014.

  • Founders Bank & Trust reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 615 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2014, an estimated $20K.
  • Founders Bank & Trust first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2013 and held it in 4 quarters.
  • Founders Bank & Trust's State Street SPDR Portfolio Corporate Bond ETF position peaked at $75K in Q2 2013.
  • 10 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2014.

Based on Founders Bank & Trust's 13F filing for Q2 2014, filed 22 Jul 2014.