Founders Capital Management (Texas)’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Founders Capital Management (Texas)’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-300	Closed	-$8K	–	347
2018 Q3	$8K	Hold	300	–	–	0.01%	258
2018 Q2	$8K	Sell	300 -300	-50%	-$8.35K	0.01%	263
2018 Q1	$17K	Hold	600	–	–	0.01%	228
2017 Q4	$17K	Hold	600	–	–	0.01%	232
2017 Q3	$17K	Hold	600	–	–	0.01%	225
2017 Q2	$17K	Hold	600	–	–	0.02%	224
2017 Q1	$17K	Buy	+600	New	+$17.1K	0.02%	234

Other funds holding SPAB

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Founders Capital Management (Texas)'s SPAB Position: Q4 2018 in Review

Founders Capital Management (Texas) sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2018, closing a stake of 300 shares — an estimated $8K sold.

Founders Capital Management (Texas) first reported a position in SPAB in Q1 2017 and held it in 7 quarters. The position peaked at $17K in Q1 2018. 218 funds tracked by Wall St. Rank hold SPAB as of Q4 2018.

Founders Capital Management (Texas) reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
Founders Capital Management (Texas) sold 300 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2018, an estimated $8K.
Founders Capital Management (Texas) first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2017 and held it in 7 quarters.
Founders Capital Management (Texas)'s State Street SPDR Portfolio Aggregate Bond ETF position peaked at $17K in Q1 2018.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2018, filed 14 Jan 2019.