Kagan Cocozza Asset Management Spdr Portfolio Intermediate Te Transaction History
Kagan Cocozza Asset Management
- $130 Billion
- Q2 2025
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 244,693 shares of SPIB stock, worth $8.23 Million. This represents 6.3% of its overall portfolio holdings.
Number of Shares
244,693
Previous 241,654
1.26%
Holding current value
$8.23 Million
Previous $8.03 Billion
2.29%
% of portfolio
6.3%
Previous 6.56%
Shares
3 transactions
Others Institutions Holding SPIB
# of Institutions
626Shares Held
261MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.42 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.4 Billion0.27% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$436 Million5.24% of portfolio
-
Envestnet Asset Management Inc9.81MShares$330 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$234 Million0.22% of portfolio