Number of Shares
26,980.00
Current Holdings Value*
$15.09 Mil
% of Portfolio
2.78%
Total Estimate Gain
$5.61 Mil
% of Total Estimate Gain
40.33%

FOUNDERS CAPITAL MANAGEMENT, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, FOUNDERS CAPITAL MANAGEMENT, LLC held 26,980.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $15.09 Mil. This investment constitutes 2.78% of their stock portfolio, and FOUNDERS CAPITAL MANAGEMENT, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2019Q2. And since then FOUNDERS CAPITAL MANAGEMENT, LLC has made 11 purchases of SPY, at an average price of $420.54, for a total of 33,077.00 shares. In addition, there have been 9 sales at an average price of $437.70 for 6,097.00 shares. Based on historical transaction data and SPY's current price of $624.61, FOUNDERS CAPITAL MANAGEMENT, LLC's estimated gain on his SPY holdings is $5.61 Mil, reflecting a 40.33% gain to date.

FOUNDERS CAPITAL MANAGEMENT, LLC SPY ($624.61) Holding Chart

FOUNDERS CAPITAL MANAGEMENT, LLC SPY ($624.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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