Kagan Cocozza Asset Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.23M Sell
2025
Q2
$2.82M Buy
2025
Q1
$2M Sell
2024
Q4
$2.1M Buy