Kagan Cocozza Asset Management Select Sector Spdr Fund Health Transaction History

Kagan Cocozza Asset Management

  • $132 Billion
  • Q3 2025

A detailed history of Kagan Cocozza Asset Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 5,603 shares of XLV stock, worth $850,703. This represents 0.59% of its overall portfolio holdings.

Number of Shares
5,603
Previous 6,175 9.26%
Holding current value
$850,703
Previous $832 Million 6.31%
% of portfolio
0.59%
Previous 0.64%

Shares

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

Oct 21, 2025
SELL
$129.01 - $139.72 $73,793 - $79,919
-572 Reduced 9.26%
5,603 $780 Million
Q2 2025

Jul 15, 2025
SELL
$128.77 - $144.3 $4,120 - $4,617
-32 Reduced 0.52%
6,175 $832 Million
Q1 2025

May 08, 2025
SELL
$137.61 - $149.68 $104,033 - $113,158
-756 Reduced 10.86%
6,207 $906 Million
Q4 2024

Apr 11, 2025
BUY
$136.28 - $154.74 $948,917 - $1.08 Million
6,963 New
6,963 $958 Million

Others Institutions Holding XLV

# of Institutions
1,963
Shares Held
194M
Call Options Held
13.9M
Put Options Held
22.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Kagan Cocozza Asset Management Portfolio

Follow Kagan Cocozza Asset Management and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email