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 $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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