Founders Capital Management (Connecticut)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Founders Capital Management (Connecticut)’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.2M	Sell	27,016 -18	-0.1%	-$13.1K	3.01%	9
2026 Q1	$17.6M	Buy	27,034 +30	+0.1%	+$20.4K	2.89%	9
2025 Q4	$18.4M	Buy	27,004 +196	+0.7%	+$132K	2.73%	10
2025 Q3	$17.9M	Sell	26,808 -12	-0%	-$7.69K	2.79%	9
2025 Q2	$16.6M	Sell	26,820 -160	-0.6%	-$91.5K	2.82%	8
2025 Q1	$15.1M	Sell	26,980 -653	-2%	-$384K	2.78%	10
2024 Q4	$16.2M	Buy	27,633 +1,159	+4%	+$683K	2.84%	10
2024 Q3	$15.2M	Sell	26,474 -9	-0%	-$4.98K	2.63%	11
2024 Q2	$14.4M	Buy	26,483 +843	+3%	+$441K	2.59%	10
2024 Q1	$13.4M	Hold	25,640	–	–	2.48%	13
2023 Q4	$12.2M	Sell	25,640 -784	-3%	-$349K	2.5%	14
2023 Q3	$11.3M	Hold	26,424	–	–	2.56%	13
2023 Q2	$11.7M	Sell	26,424 -3,748	-12%	-$1.57M	2.61%	13
2023 Q1	$12.4M	Sell	30,172 -38	-0.1%	-$15.2K	3.08%	9
2022 Q4	$11.6M	Sell	30,210 -67	-0.2%	-$25.8K	3.11%	10
2022 Q3	$10.8M	Buy	30,277 +3,178	+12%	+$1.26M	3.03%	11
2022 Q2	$10.2M	Buy	27,099 +4,741	+21%	+$1.94M	2.62%	14
2022 Q1	$10.1M	Buy	22,358 +12,953	+138%	+$5.77M	2.17%	16
2021 Q4	$4.47M	Buy	9,405 +3,966	+73%	+$1.82M	0.97%	25
2021 Q3	$2.33M	Buy	5,439 +137	+3%	+$60.4K	0.59%	33
2021 Q2	$2.27M	Sell	5,302 -710	-12%	-$296K	0.55%	36
2021 Q1	$2.38M	Buy	6,012 +710	+13%	+$274K	0.6%	32
2020 Q4	$1.98M	Hold	5,302	–	–	0.57%	38
2020 Q3	$1.78M	Buy	5,302 +3,120	+143%	+$1.03M	0.56%	37
2020 Q2	$673K	Hold	2,182	–	–	0.23%	41
2020 Q1	$562K	Sell	2,182 -84	-4%	-$25.6K	0.22%	40
2019 Q4	$729K	Sell	2,266 -4	-0.2%	-$1.23K	0.24%	37
2019 Q3	$668K	Buy	2,270 +113	+5%	+$33.4K	0.24%	38
2019 Q2	$632K	Buy	+2,157	New	+$621K	0.22%	37

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Founders Capital Management (Connecticut)'s SPY Position: Q2 2026 in Review

Founders Capital Management (Connecticut) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.07% in Q2 2026, selling an estimated $13.1K and leaving 27,016 shares worth $20.2M. The position accounts for 3.01% of the portfolio, ranked #9.

Founders Capital Management (Connecticut) first reported a position in SPY in Q2 2019 and has held it in 29 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Founders Capital Management (Connecticut) held 27,016 shares of State Street SPDR S&P 500 ETF Trust worth $20.2M as of Q2 2026.
Founders Capital Management (Connecticut) sold 18 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $13.1K.
State Street SPDR S&P 500 ETF Trust made up 3.01% of Founders Capital Management (Connecticut)'s portfolio in Q2 2026, its #9 holding.
Founders Capital Management (Connecticut) first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 29 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2026, filed 20 Jul 2026.