Kagan Cocozza Asset Management Spdr Portfolio S&P 600 Small C Transaction History
Kagan Cocozza Asset Management
- $130 Billion
- Q2 2025
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 28,276 shares of SPSM stock, worth $1.22 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
28,276
Previous 28,279
0.01%
Holding current value
$1.22 Million
Previous $1.15 Billion
4.5%
% of portfolio
0.92%
Previous 0.94%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
977Shares Held
200MCall Options Held
64.8KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$972 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$967 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$695 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$270 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$243 Million0.04% of portfolio