Kagan Cocozza Asset Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Kagan Cocozza Asset Management

$132 Billion
Q3 2025

A detailed history of Kagan Cocozza Asset Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 252,687 shares of SPDW stock, worth $11.1 Million. This represents 8.19% of its overall portfolio holdings.

Number of Shares

252,687

Previous 259,147 2.49%

Holding current value

$11.1 Million

Previous $10.5 Billion 3.05%

% of portfolio

8.19%

Previous 8.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$39.8 - $42.86 $257,107 - $276,875	-6,460 Reduced 2.49%	252,687 $10.8 Billion
Q2 2025 Jul 15, 2025	SELL	$32.66 - $40.75 $297,434 - $371,110	-9,107 Reduced 3.39%	259,147 $10.5 Billion
Q1 2025 May 08, 2025	BUY	$33.84 - $37.77 $738,524 - $824,292	21,824 Added 8.86%	268,254 $9.77 Billion
Q4 2024 Apr 11, 2025	BUY	$34.13 - $37.35 $8.41 Million - $9.2 Million	246,430 New	246,430 $8.41 Billion

Others Institutions Holding SPDW

# of Institutions

1,193

Shares Held

607M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
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Kagan Cocozza Asset Management Spdr Ser Tr Fds Spdr Portfolio Transaction History