A detailed history of Kagan Cocozza Asset Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 12,172 shares of XLF stock, worth $638,421. This represents 0.5% of its overall portfolio holdings.

Number of Shares
12,172
Previous 18,336 33.62%
Holding current value
$638,421
Previous $960 Million 31.72%
% of portfolio
0.5%
Previous 0.74%

Shares

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

Oct 21, 2025

SELL
$51.37 - $54.25 $316,644 - $334,397
-6,164 Reduced 33.62%
12,172 $656 Million
Q2 2025

Jul 15, 2025

SELL
$43.92 - $52.37 $2,196 - $2,618
-50 Reduced 0.27%
18,336 $960 Million
Q1 2025

May 08, 2025

SELL
$47.32 - $52.19 $19,164 - $21,136
-405 Reduced 2.16%
18,386 $916 Million
Q4 2024

Apr 11, 2025

BUY
$44.89 - $51.34 $843,527 - $964,729
18,791 New
18,791 $908 Million

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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