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

Kagan Cocozza Asset Management

  • $122 Billion
  • Q1 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 268,254 shares of SPDW stock, worth $10.7 Million. This represents 7.98% of its overall portfolio holdings.

Number of Shares
268,254
Previous 246,430 8.86%
Holding current value
$10.7 Million
Previous $8.41 Billion 16.13%
% of portfolio
7.98%
Previous 6.98%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,088
Shares Held
550M
Call Options Held
3.1K
Put Options Held
441
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Kagan Cocozza Asset Management Portfolio

Follow Kagan Cocozza Asset Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kagan Cocozza Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Kagan Cocozza Asset Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email