FBT
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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 $3.45B AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BT
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return