Joseph P. Lucia & Associates, LLC SPY Holdings History
Joseph P. Lucia & Associates, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Joseph P. Lucia & Associates, LLC held 9,078.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.08 Mil. This investment constitutes 2.32% of their stock portfolio, and Joseph P. Lucia & Associates, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q1. And since then Joseph P. Lucia & Associates, LLC has made 15 purchases of SPY, at an average price of $273.57, for a total of 541,689.00 shares. In addition, there have been 9 sales at an average price of $287.98 for 532,611.00 shares. Based on historical transaction data and SPY's current price of $633.37, Joseph P. Lucia & Associates, LLC's estimated gain on his SPY holdings is $10.94 Mil, reflecting a 7.38% gain to date.
Joseph P. Lucia & Associates, LLC SPY ($633.37) Holding Chart
Joseph P. Lucia & Associates, LLC SPY ($633.37) 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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