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Joseph P. Lucia & Associates, LLC → SPY
Joseph P. Lucia & Associates, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
4
Latest value
$9.1M
Q3 2026
Peak value
$9.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.8M |
| Q1 2026 | $7.7M |
| Q2 2026 | $8.9M |
| Q3 2026 | $9.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.1M | 12.0K | — | — |
| Q2 2026 | $8.9M | 11.9K | — | — |
| Q1 2026 | $7.7M | 11.8K | — | — |
| Q4 2025 | $7.8M | 11.4K | — | — |
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$19.3B