Number of Shares
10,658.00
Current Holdings Value*
$6.59 Mil
% of Portfolio
3.95%
Total Estimate Gain
$3.31 Mil
% of Total Estimate Gain
67.48%

Founders Capital Management's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, Founders Capital Management held 10,658.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.59 Mil. This investment constitutes 3.95% of their stock portfolio, and Founders Capital Management now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q2. And since then Founders Capital Management has made 14 purchases of SPY, at an average price of $338.06, for a total of 14,495.00 shares. In addition, there have been 12 sales at an average price of $377.20 for 3,837.00 shares. Based on historical transaction data and SPY's current price of $634.21, Founders Capital Management's estimated gain on his SPY holdings is $3.31 Mil, reflecting a 67.48% gain to date.

Founders Capital Management SPY ($634.21) Holding Chart

Founders Capital Management SPY ($634.21) 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 %

Top Ranked Articles

  • 1