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Founders Capital Management (Texas)’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Founders Capital Management (Texas)’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-800
Closed -$23.8K – 382
2023
Q4 		$23.8K Sell
800
-1,417
-64% -$41.7K 0.02% 213
2023
Q3 		$65K Sell
2,217
-9,823
-82% -$288K 0.05% 110
2023
Q2 		$354K Hold
12,040
– – 0.26% 40
2023
Q1 		$357K Sell
12,040
-79
-0.7% -$2.33K 0.27% 39
2022
Q4 		$356K Hold
12,119
– – 0.27% 43
2022
Q3 		$354K Sell
12,119
-700
-5% -$20.8K 0.29% 41
2022
Q2 		$381K Sell
12,819
-36
-0.3% -$1.08K 0.3% 42
2022
Q1 		$398K Hold
12,855
– – 0.26% 44
2021
Q4 		$398K Sell
12,855
-82
-0.6% -$2.55K 0.26% 44
2021
Q3 		$404K Buy
12,937
+917
+8% +$28.7K 0.28% 42
2021
Q2 		$376K Hold
12,020
– – 0.25% 43
2021
Q1 		$376K Buy
12,020
+750
+7% +$23.5K 0.27% 39
2020
Q4 		$354K Buy
+11,270
New +$354K 0.25% 40
2020
Q1 		$315K Sell
10,420
-1,400
-12% -$42.8K 0.33% 36
2019
Q4 		$365K Buy
11,820
+160
+1% +$4.93K 0.28% 40
2019
Q3 		$360K Buy
11,660
+1,740
+18% +$53.5K 0.29% 42
2019
Q2 		$305K Buy
9,920
+60
+0.6% +$1.83K 0.27% 47
2019
Q1 		$301K Hold
9,860
– – 0.28% 47
2018
Q4 		$297K Sell
9,860
-2,850
-22% -$85.7K 0.32% 47
2018
Q3 		$384K Hold
12,710
– – 0.32% 50
2018
Q2 		$383K Sell
12,710
-60
-0.5% -$1.81K 0.34% 52
2018
Q1 		$386K Sell
12,770
-770
-6% -$23.3K 0.33% 59
2017
Q4 		$412K Buy
13,540
+640
+5% +$19.6K 0.34% 57
2017
Q3 		$396K Buy
12,900
+285
+2% +$8.74K 0.33% 57
2017
Q2 		$387K Hold
12,615
– – 0.34% 56
2017
Q1 		$386K Buy
+12,615
New +$385K 0.35% 58

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Founders Capital Management (Texas)'s SPSB Position: Q1 2024 in Review

Founders Capital Management (Texas) sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2024, closing a stake of 800 shares — an estimated $23.8K sold.

Founders Capital Management (Texas) first reported a position in SPSB in Q1 2017 and held it in 26 quarters. The position peaked at $412K in Q4 2017. 521 funds tracked by Wall St. Rank hold SPSB as of Q1 2024.

  • Founders Capital Management (Texas) reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 800 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2024, an estimated $23.8K.
  • Founders Capital Management (Texas) first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2017 and held it in 26 quarters.
  • Founders Capital Management (Texas)'s State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $412K in Q4 2017.
  • 521 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2024, filed 10 Apr 2024.