Kagan Cocozza Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$960K Sell
18,336
-50
-0.3% -$2.62K 0.74% 23
2025
Q1
$916K Sell
18,386
-405
-2% -$20.2K 0.75% 23
2024
Q4
$908K Buy
+18,791
New +$908K 0.75% 24