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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s SPY Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.3% in Q1 2026, buying an estimated $2.47M and bringing the position to 42,575 shares worth $27.7M. The position accounts for 14.08% of the portfolio, ranked #1.

Lugano Financial Advisors SA (LFA) first reported a position in SPY in Q2 2018 and has held it in 31 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 42,575 shares of State Street SPDR S&P 500 ETF Trust worth $27.7M as of Q1 2026.
Lugano Financial Advisors SA (LFA) bought 3,631 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.47M.
State Street SPDR S&P 500 ETF Trust made up 14.08% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 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 31 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.