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 33,630 shares of SPEM stock, worth $1.37 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
33,630
Previous 33,755
0.37%
Holding current value
$1.37 Million
Previous $1.3 Billion
2.23%
% of portfolio
1.08%
Previous 1.08%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
910Shares Held
207MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$927 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$760 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$438 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$268 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$260 Million0.08% of portfolio