Lugano Financial Advisors SA (LFA)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.5M	Buy	51,717 +9,142	+21%	+$6.63M	22.6%	1
2026 Q1	$27.7M	Buy	42,575 +3,631	+9%	+$2.47M	14.08%	1
2025 Q4	$26.6M	Sell	38,944 -1,434	-4%	-$969K	13.71%	1
2025 Q3	$26.9M	Buy	40,378 +572	+1%	+$367K	14.18%	1
2025 Q2	$24.6M	Sell	39,806 -2,703	-6%	-$1.55M	14.57%	1
2025 Q1	$23.8M	Buy	42,509 +2,805	+7%	+$1.65M	16.17%	1
2024 Q4	$23.3M	Sell	39,704 -3,973	-9%	-$2.34M	15.21%	1
2024 Q3	$25.1M	Buy	43,677 +2,070	+5%	+$1.14M	17.04%	1
2024 Q2	$22.6M	Sell	41,607 -3,283	-7%	-$1.72M	17.25%	1
2024 Q1	$23.5M	Buy	44,890 +1,098	+3%	+$547K	17.09%	1
2023 Q4	$20.8M	Buy	43,792 +2,793	+7%	+$1.24M	16.35%	1
2023 Q3	$17.5M	Sell	40,999 -7,353	-15%	-$3.27M	15.01%	1
2023 Q2	$21.4M	Buy	48,352 +2,924	+6%	+$1.23M	14.26%	1
2023 Q1	$18.6M	Sell	45,428 -3,616	-7%	-$1.44M	14.07%	1
2022 Q4	$18.8M	Buy	49,044 +19,534	+66%	+$7.51M	13.91%	1
2022 Q3	$10.5M	Sell	29,510 -2,782	-9%	-$1.1M	8.28%	1
2022 Q2	$12.2M	Buy	32,292 +2,986	+10%	+$1.22M	8.52%	1
2022 Q1	$13.2M	Buy	29,306 +629	+2%	+$280K	8.85%	1
2021 Q4	$13.6M	Buy	28,677 +3,448	+14%	+$1.58M	7.86%	2
2021 Q3	$10.8M	Buy	25,229 +1,875	+8%	+$827K	7.11%	3
2021 Q2	$10M	Buy	23,354 +1,963	+9%	+$819K	6.29%	3
2021 Q1	$8.48M	Sell	21,391 -2,571	-11%	-$991K	5.93%	4
2020 Q4	$8.96M	Sell	23,962 -3,311	-12%	-$1.17M	6.95%	2
2020 Q3	$9.53M	Sell	27,273 -1,492	-5%	-$494K	8.84%	1
2020 Q2	$8.98M	Sell	28,765 -37,139	-56%	-$10.9M	9.48%	1
2020 Q1	$21.2M	Sell	65,904 -14,017	-18%	-$4.28M	19.07%	1
2019 Q4	$25.7M	Buy	+79,921	New	+$24.6M	18.79%	1
2019 Q2	$25.3M	Buy	86,229 +10,270	+14%	+$2.96M	15.66%	2
2019 Q1	$21.5M	Sell	75,959 -315	-0.4%	-$85.6K	12.86%	2
2018 Q4	$22.2M	Hold	76,274	–	–	15.41%	1
2018 Q3	$22.2M	Buy	76,274 +29,966	+65%	+$8.53M	15.41%	1
2018 Q2	$12.5M	Buy	+46,308	New	+$12.5M	11.97%	1

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s SPY Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 21% in Q2 2026, buying an estimated $6.63M and bringing the position to 51,717 shares worth $37.5M. The position accounts for 22.6% of the portfolio, ranked #1.

Lugano Financial Advisors SA (LFA) first reported a position in SPY in Q2 2018 and has held it in 32 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 51,717 shares of State Street SPDR S&P 500 ETF Trust worth $37.5M as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 9,142 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.63M.
State Street SPDR S&P 500 ETF Trust made up 22.6% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #1 holding.
Lugano Financial Advisors SA (LFA) first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2018 and has held it in 32 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.