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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$656K Sell
2025
Q2
$960K Sell
2025
Q1
$916K Sell
2024
Q4
$908K Buy