Founders Capital Management (Texas)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.6K	Hold	260	–	–	0.02%	177
2026 Q1	$37.9K	Hold	260	–	–	0.02%	172
2025 Q4	$36.2K	Hold	260	–	–	0.02%	170
2025 Q3	$36.4K	Hold	260	–	–	0.02%	171
2025 Q2	$35.3K	Sell	260 -100	-28%	-$13.3K	0.02%	170
2025 Q1	$48.8K	Hold	360	–	–	0.03%	136
2024 Q4	$47.6K	Hold	360	–	–	0.03%	138
2024 Q3	$51.1K	Hold	360	–	–	0.03%	136
2024 Q2	$45.8K	Hold	360	–	–	0.03%	147
2024 Q1	$47.2K	Hold	360	–	–	0.03%	142
2023 Q4	$45K	Hold	360	–	–	0.03%	146
2023 Q3	$41.4K	Hold	360	–	–	0.03%	148
2023 Q2	$44.1K	Hold	360	–	–	0.03%	151
2023 Q1	$45K	Hold	360	–	–	0.03%	146
2022 Q4	$45K	Hold	360	–	–	0.03%	140
2022 Q3	$40K	Hold	360	–	–	0.03%	144
2022 Q2	$43K	Hold	360	–	–	0.03%	137
2022 Q1	$46K	Hold	360	–	–	0.03%	128
2021 Q4	$46K	Sell	360 -125	-26%	-$15.6K	0.03%	128
2021 Q3	$57K	Hold	485	–	–	0.04%	113
2021 Q2	$59K	Hold	485	–	–	0.04%	112
2021 Q1	$57K	Hold	485	–	–	0.04%	103
2020 Q4	$51K	Buy	+485	New	+$49.1K	0.04%	103
2020 Q1	$53K	Hold	660	–	–	0.06%	85
2019 Q4	$71K	Hold	660	–	–	0.05%	85
2019 Q3	$68K	Hold	660	–	–	0.05%	91
2019 Q2	$67K	Hold	660	–	–	0.06%	96
2019 Q1	$66K	Buy	660 +50	+8%	+$4.8K	0.06%	96
2018 Q4	$55K	Hold	610	–	–	0.06%	99
2018 Q3	$60K	Hold	610	–	–	0.05%	109
2018 Q2	$57K	Hold	610	–	–	0.05%	110
2018 Q1	$56K	Hold	610	–	–	0.05%	129
2017 Q4	$58K	Hold	610	–	–	0.05%	129
2017 Q3	$56K	Hold	610	–	–	0.05%	130
2017 Q2	$54K	Hold	610	–	–	0.05%	132
2017 Q1	$54K	Buy	+610	New	+$53.3K	0.05%	130

Other funds holding SDY

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MSA

Marino Stram & Associates Braintree, Massachusetts $628M AUM 23.07% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Founders Capital Management (Texas)'s SDY Position: Q2 2026 in Review

Founders Capital Management (Texas) held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 260 shares worth $39.6K. The position accounts for 0.02% of the portfolio, ranked #177.

Founders Capital Management (Texas) first reported a position in SDY in Q1 2017 and has held it in 36 quarters since. The position peaked at $71K in Q4 2019. 436 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Founders Capital Management (Texas) held 260 shares of State Street SPDR S&P Dividend ETF worth $39.6K as of Q2 2026.
Founders Capital Management (Texas) left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.02% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #177 holding.
Founders Capital Management (Texas) first reported a position in State Street SPDR S&P Dividend ETF in Q1 2017 and has held it in 36 quarters since.
Founders Capital Management (Texas)'s State Street SPDR S&P Dividend ETF position peaked at $71K in Q4 2019.
436 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.