Kagan Cocozza Asset Management Utilities Sector Spdr Transaction History

Kagan Cocozza Asset Management

  • $122 Billion
  • Q1 2025

A detailed history of Kagan Cocozza Asset Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 3,809 shares of XLU stock, worth $312,033. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,809
Previous 3,824 0.39%
Holding current value
$312,033
Previous $289 Million 3.75%
% of portfolio
0.25%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$74.7 - $80.27 $1,120 - $1,204
-15 Reduced 0.39%
3,809 $300 Million
Q4 2024

Apr 11, 2025
BUY
$74.89 - $82.93 $286,379 - $317,124
3,824 New
3,824 $289 Million

Others Institutions Holding XLU

# of Institutions
1,572
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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