Kagan Cocozza Asset Management Spdr Portfolio Transaction History
Kagan Cocozza Asset Management
- $130 Billion
- Q2 2025
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Portfolio stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 62,605 shares of SPMD stock, worth $3.53 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
62,605
Previous 62,635
0.05%
Holding current value
$3.53 Million
Previous $3.21 Billion
6.2%
% of portfolio
2.61%
Previous 2.62%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
787Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio