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

Kagan Cocozza Asset Management’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.82M Buy
4,557
+980
+27% +$605K 2.16% 14
2025
Q1 		$2M Sell
3,577
-13
-0.4% -$7.27K 1.64% 15
2024
Q4 		$2.1M Buy
+3,590
New +$2.1M 1.75% 15