Kagan Cocozza Asset Management Spdr Portfolio S&P 600 Small C Transaction History
Kagan Cocozza Asset Management
- $122 Billion
- Q1 2025
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 28,279 shares of SPSM stock, worth $1.16 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
28,279
Previous 28,533
0.89%
Holding current value
$1.16 Million
Previous $1.28 Billion
10.07%
% of portfolio
0.94%
Previous 1.06%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
969Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$927 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$922 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$663 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$240 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$232 Million0.04% of portfolio