LFA - Lugano Financial Advisors SA SPY Holdings History
LFA - Lugano Financial Advisors SA's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, LFA - Lugano Financial Advisors SA held 42,509.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $23.78 Mil. This investment constitutes 16.17% of their stock portfolio, and LFA - Lugano Financial Advisors SA now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then LFA - Lugano Financial Advisors SA has made 13 purchases of SPY, at an average price of $326.42, for a total of 128,669.00 shares. In addition, there have been 12 sales at an average price of $344.96 for 86,160.00 shares. Based on historical transaction data and SPY's current price of $630.62, LFA - Lugano Financial Advisors SA's estimated gain on his SPY holdings is $14.53 Mil, reflecting a 34.59% gain to date.
LFA - Lugano Financial Advisors SA SPY ($630.62) Holding Chart
LFA - Lugano Financial Advisors SA SPY ($630.62) 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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