Kagan Cocozza Asset Management Select Sector Spdr Fund Health Transaction History

Kagan Cocozza Asset Management

  • $122 Billion
  • Q1 2025

A detailed history of Kagan Cocozza Asset Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 6,207 shares of XLV stock, worth $823,296. This represents 0.74% of its overall portfolio holdings.

Number of Shares
6,207
Previous 6,963 10.86%
Holding current value
$823,296
Previous $958 Million 5.39%
% of portfolio
0.74%
Previous 0.8%

Shares

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

May 08, 2025
SELL
$137.61 - $149.68 $104,033 - $113,158
-756 Reduced 10.86%
6,207 $906 Million
Q4 2024

Apr 11, 2025
BUY
$136.28 - $154.74 $948,917 - $1.08 Million
6,963 New
6,963 $958 Million

Others Institutions Holding XLV

# of Institutions
2,028
Shares Held
201M
Call Options Held
9.84M
Put Options Held
18.8M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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