Kagan Cocozza Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kagan Cocozza Asset Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$779K	Sell	14,530 -2,009	-12%	-$104K	0.49%	33
2026 Q1	$817K	Buy	16,539 +1,267	+8%	+$66K	0.57%	29
2025 Q4	$836K	Buy	15,272 +3,100	+25%	+$165K	0.59%	28
2025 Q3	$656K	Sell	12,172 -6,164	-34%	-$327K	0.5%	39
2025 Q2	$960K	Sell	18,336 -50	-0.3%	-$2.48K	0.74%	23
2025 Q1	$916K	Sell	18,386 -405	-2%	-$20.3K	0.75%	23
2024 Q4	$908K	Buy	+18,791	New	+$909K	0.75%	24

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kagan Cocozza Asset Management's XLF Position: Q2 2026 in Review

Kagan Cocozza Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q2 2026, selling an estimated $104K and leaving 14,530 shares worth $779K. The position accounts for 0.49% of the portfolio, ranked #33.

Kagan Cocozza Asset Management first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $960K in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Kagan Cocozza Asset Management held 14,530 shares of State Street Financial Select Sector SPDR ETF worth $779K as of Q2 2026.
Kagan Cocozza Asset Management sold 2,009 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $104K.
State Street Financial Select Sector SPDR ETF made up 0.49% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #33 holding.
Kagan Cocozza Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Kagan Cocozza Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $960K in Q2 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.