Kagan Cocozza Asset Management Spdr Portfolio Aggregate Bond Transaction History
Kagan Cocozza Asset Management
- $130 Billion
- Q2 2025
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 615,119 shares of SPAB stock, worth $16 Million. This represents 12.07% of its overall portfolio holdings.
Number of Shares
615,119
Previous 613,193
0.31%
Holding current value
$16 Million
Previous $15.7 Billion
0.55%
% of portfolio
12.07%
Previous 12.8%
Shares
3 transactions
Others Institutions Holding SPAB
# of Institutions
549Shares Held
293MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA23.6MShares$616 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.2MShares$578 Million0.2% of portfolio
-
Cwm, LLC17MShares$443 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$369 Million5.8% of portfolio
-
Envestnet Asset Management Inc11.1MShares$289 Million0.09% of portfolio