Kagan Cocozza Asset Management Spdr Portfolio Transaction History

Kagan Cocozza Asset Management

$141 Billion
Q4 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 59,059 shares of SPMD stock, worth $3.32 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares

59,059

Previous 59,246 0.32%

Holding current value

$3.32 Million

Previous $3.39 Billion 0.94%

% of portfolio

2.43%

Previous 2.57%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$55.44 - $58.05 $10,367 - $10,855	-187 Reduced 0.32%	59,059 $3.42 Billion
Q3 2025 Oct 21, 2025	SELL	$54.43 - $58.29 $182,830 - $195,796	-3,359 Reduced 5.37%	59,246 $3.39 Billion
Q2 2025 Jul 15, 2025	SELL	$44.89 - $54.38 $1,346 - $1,631	-30 Reduced 0.05%	62,605 $3.4 Billion
Q1 2025 May 08, 2025	SELL	$50.21 - $57.73 $28,318 - $32,559	-564 Reduced 0.89%	62,635 $3.21 Billion
Q4 2024 Apr 11, 2025	BUY	$54.13 - $59.56 $3.42 Million - $3.76 Million	63,199 New	63,199 $3.46 Billion

Others Institutions Holding SPMD

# of Institutions

809

Shares Held

230M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kagan Cocozza Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Kagan Cocozza Asset Management with notifications on news.

Account

Kagan Cocozza Asset Management Spdr Portfolio Transaction History