Founders Capital Management (Texas)’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.3K | Sell |
260
-100
| -28% | -$13.6K | 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% | -$16K | 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 | +$51K | 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% | +$5K | 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 | +$54K | 0.05% | 130 |
|