Kagan Cocozza Asset Management Spdr Portfolio Transaction History
Kagan Cocozza Asset Management
- $122 Billion
- Q1 2025
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Portfolio stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 62,635 shares of SPMD stock, worth $3.3 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
62,635
Previous 63,199
0.89%
Holding current value
$3.3 Million
Previous $3.46 Billion
7.25%
% of portfolio
2.62%
Previous 2.87%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
735Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio