LFASL
Lugano Financial Advisors SA (LFA)’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
7,300
| – | – | 0.23% | 50 |
|
|
2025
Q1 | $364K | Hold |
7,300
| – | – | 0.25% | 48 |
|
|
2024
Q4 | $353K | Hold |
7,300
| – | – | 0.23% | 53 |
|
|
2024
Q3 | $331K | Hold |
7,300
| – | – | 0.22% | 51 |
|
|
2024
Q2 | $300K | Hold |
7,300
| – | – | 0.23% | 48 |
|
|
2024
Q1 | $307K | Hold |
7,300
| – | – | 0.22% | 52 |
|
|
2023
Q4 | $274K | Buy |
+7,300
| New | +$274K | 0.22% | 51 |
|
|
2023
Q3 | – | Sell |
-7,300
| Closed | -$246K | – | 215 |
|
|
2023
Q2 | $246K | Buy |
+7,300
| New | +$246K | 0.16% | 66 |
|
|
2023
Q1 | – | Sell |
-76,736
| Closed | -$2.62M | – | 119 |
|
|
2022
Q4 | $2.62M | Sell |
76,736
-8,618
| -10% | -$295K | 1.95% | 19 |
|
|
2022
Q3 | $2.59M | Buy |
85,354
+4,222
| +5% | +$128K | 2.03% | 18 |
|
|
2022
Q2 | $2.55M | Buy |
81,132
+6,360
| +9% | +$200K | 1.78% | 21 |
|
|
2022
Q1 | $2.87M | Buy |
74,772
+26,025
| +53% | +$997K | 1.92% | 19 |
|
|
2021
Q4 | $1.9M | Sell |
48,747
-594
| -1% | -$23.2K | 1.1% | 28 |
|
|
2021
Q3 | $1.85M | Buy |
49,341
+486
| +1% | +$18.2K | 1.22% | 27 |
|
|
2021
Q2 | $1.79M | Buy |
48,855
+8,962
| +22% | +$329K | 1.13% | 27 |
|
|
2021
Q1 | $1.36M | Sell |
39,893
-2,644
| -6% | -$90K | 0.95% | 27 |
|
|
2020
Q4 | $1.25M | Buy |
42,537
+804
| +2% | +$23.7K | 0.97% | 26 |
|
|
2020
Q3 | $1.05M | Buy |
41,733
+10,911
| +35% | +$273K | 0.97% | 26 |
|
|
2020
Q2 | $734K | Sell |
30,822
-2,344
| -7% | -$55.8K | 0.78% | 27 |
|
|
2020
Q1 | $994K | Sell |
33,166
-11,373
| -26% | -$341K | 0.89% | 26 |
|
|
2019
Q4 | $1.37M | Buy |
+44,539
| New | +$1.37M | 1% | 16 |
|
|
2019
Q2 | $1.49M | Buy |
53,797
+5,251
| +11% | +$145K | 0.92% | 17 |
|
|
2019
Q1 | $1.25M | Sell |
48,546
-52,105
| -52% | -$1.34M | 0.75% | 19 |
|
|
2018
Q4 | $2.78M | Hold |
100,651
| – | – | 1.93% | 12 |
|
|
2018
Q3 | $2.78M | Buy |
100,651
+8,888
| +10% | +$245K | 1.93% | 12 |
|
|
2018
Q2 | $2.42M | Buy |
+91,763
| New | +$2.42M | 2.32% | 14 |
|