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 30,729 shares of SPEM stock, worth $1.46 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
30,729
Previous 33,176 7.38%
Holding current value
$1.46 Million
Previous $1.42 Billion 1.44%
% of portfolio
1.09%
Previous 1.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$42.67 - $46.91 $104,413 - $114,788
-2,447 Reduced 7.38%
30,729 $1.44 Billion
Q2 2025

Jul 15, 2025
SELL
$34.72 - $42.74 $15,762 - $19,403
-454 Reduced 1.35%
33,176 $1.42 Billion
Q1 2025

May 08, 2025
SELL
$37.07 - $40.63 $4,633 - $5,078
-125 Reduced 0.37%
33,630 $1.32 Billion
Q4 2024

Apr 11, 2025
BUY
$38.37 - $42.82 $1.3 Million - $1.45 Million
33,755 New
33,755 $1.3 Billion

Others Institutions Holding SPEM

# of Institutions
988
Shares Held
241M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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