Kagan Cocozza Asset Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.8M Buy
272,474
+11,994
+5% +$872K 15.19% 1
2025
Q1
$17.1M Buy
260,480
+1,740
+0.7% +$114K 14% 1
2024
Q4
$17.8M Buy
+258,740
New +$17.8M 14.81% 1