Kagan Cocozza Asset Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Kagan Cocozza Asset Management

  • $130 Billion
  • Q2 2025

A detailed history of Kagan Cocozza Asset Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 259,147 shares of SPDW stock, worth $10.6 Million. This represents 8.04% of its overall portfolio holdings.

Number of Shares
259,147
Previous 268,254 3.39%
Holding current value
$10.6 Million
Previous $9.77 Billion 7.43%
% of portfolio
8.04%
Previous 7.98%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$32.66 - $40.75 $297,434 - $371,110
-9,107 Reduced 3.39%
259,147 $10.5 Billion
Q1 2025

May 08, 2025
BUY
$33.84 - $37.77 $738,524 - $824,292
21,824 Added 8.86%
268,254 $9.77 Billion
Q4 2024

Apr 11, 2025
BUY
$34.13 - $37.35 $8.41 Million - $9.2 Million
246,430 New
246,430 $8.41 Billion

Others Institutions Holding SPDW

# of Institutions
1,122
Shares Held
570M
Call Options Held
3.1K
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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