Kagan Cocozza Asset Management Spdr Portfolio Aggregate Bond Transaction History
Kagan Cocozza Asset Management
- $132 Billion
- Q3 2025
A detailed history of Kagan Cocozza Asset Management transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 640,613 shares of SPAB stock, worth $16.5 Million. This represents 12.54% of its overall portfolio holdings.
Number of Shares
640,613
Previous 615,119
4.14%
Holding current value
$16.5 Million
Previous $15.7 Billion
5.16%
% of portfolio
12.54%
Previous 12.07%
Shares
4 transactions
Others Institutions Holding SPAB
# of Institutions
549Shares Held
282MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio