Founders Bank & Trust’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Founders Bank & Trust’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$147K	Hold	5,240	–	–	0.08%	122
2014 Q3	$146K	Hold	5,240	–	–	0.08%	116
2014 Q2	$150K	Hold	5,240	–	–	0.08%	109
2014 Q1	$146K	Hold	5,240	–	–	0.09%	98
2013 Q4	$145K	Hold	5,240	–	–	0.08%	100
2013 Q3	$146K	Hold	5,240	–	–	0.07%	96
2013 Q2	$146K	Buy	+5,240	New	+$155K	0.08%	90

Other funds holding SPIP

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

Founders Bank & Trust's SPIP Position: Q4 2014 in Review

Founders Bank & Trust held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q4 2014 at 5,240 shares worth $147K. The position accounts for 0.08% of the portfolio, ranked #122.

Founders Bank & Trust first reported a position in SPIP in Q2 2013 and has held it in 7 quarters since. The position peaked at $150K in Q2 2014. 55 funds tracked by Wall St. Rank hold SPIP as of Q4 2014.

Founders Bank & Trust held 5,240 shares of State Street SPDR Portfolio TIPS ETF worth $147K as of Q4 2014.
Founders Bank & Trust left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q4 2014.
State Street SPDR Portfolio TIPS ETF made up 0.08% of Founders Bank & Trust's portfolio in Q4 2014, its #122 holding.
Founders Bank & Trust first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and has held it in 7 quarters since.
Founders Bank & Trust's State Street SPDR Portfolio TIPS ETF position peaked at $150K in Q2 2014.
55 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.