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