SEC 13F Intelligence

Founders Capital Management / SPY

Founders Capital Management’s State Str Spdr S&P 500 Etf T Position

Does Founders Capital Management own State Str Spdr S&P 500 Etf T (SPY)? Yes — 10.5K shares worth $7M (+3.33% of its 13F portfolio) as of Q1 2026, down from 10.6K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
10.5K
% of Portfolio
+3.33%
Quarters Held
27
currently held

Position History SPY

Reported value by quarter
Q4 ’18: $66,000Q4 ’18Q1 ’19: $60,000Q2 ’19: $76,000Q3 ’19: $111,000Q4 ’19: $150,000Q4 ’19Q1 ’20: $2MQ4 ’20: $4MQ2 ’21: $5MQ3 ’21: $5MQ3 ’21Q4 ’21: $5MQ1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ2 ’23: $5MQ3 ’23: $4MQ3 ’23Q4 ’23: $5MQ1 ’24: $5MQ2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $6MQ2 ’25: $7MQ3 ’25: $7MQ3 ’25Q4 ’25: $7MQ1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.5K$7M+3.33%
Q4 202510.6K$7M+3.74%
Q3 202510.6K$7M+3.76%
Q2 202510.7K$7M+3.95%
Q1 202510.3K$6M+3.75%
Q4 202410.3K$6M+3.84%
Q3 202410.5K$6M+3.67%
Q2 202410.2K$6M+3.59%
Q1 202410.1K$5M+3.58%
Q4 202310.0K$5M+3.46%
Q3 202310.2K$4M+3.32%
Q2 202310.2K$5M+3.29%
Q1 202310.5K$4M+3.28%
Q4 202210.6K$4M+3.03%
Q3 202210.7K$4M+3.12%
Q2 202210.1K$4M+3.00%
Q1 202210.7K$5M+3.27%
Q4 202110.7K$5M+3.27%
Q3 202110.8K$5M+3.17%
Q2 202111.7K$5M+3.26%
Q4 202010.3K$4M+2.71%
Q1 20207.3K$2M+1.96%
Q4 2019465$150,000+0.11%
Q3 2019375$111,000+0.09%
Q2 2019260$76,000+0.07%
Q1 2019211$60,000+0.06%
Q4 2018266$66,000+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Founders Capital Management’s full portfolio or all institutional holders of SPY.