Kagan Cocozza Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
Kagan Cocozza Asset Management's SPSM Position: Q2 2026 in Review
Kagan Cocozza Asset Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.7% in Q2 2026, selling an estimated $22.4K and leaving 24,743 shares worth $1.43M. The position accounts for 0.89% of the portfolio, ranked #18.
Kagan Cocozza Asset Management first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- Kagan Cocozza Asset Management held 24,743 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.43M as of Q2 2026.
- Kagan Cocozza Asset Management sold 420 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $22.4K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.89% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #18 holding.
- Kagan Cocozza Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
- 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.
Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.