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 33,176 shares of SPEM stock, worth $1.56 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
33,176
Previous 33,630
1.35%
Holding current value
$1.56 Million
Previous $1.32 Billion
7.09%
% of portfolio
1.09%
Previous 1.08%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
962Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio