Kagan Cocozza Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$215K Sell
2,592
-352
-12% -$29.4K 0.13% 65
2026
Q1
$241K Sell
2,944
-922
-24% -$77.6K 0.17% 61
2025
Q4
$300K Sell
3,866
-445
-10% -$34.7K 0.21% 55
2025
Q3
$338K Sell
4,311
-799
-16% -$64.6K 0.26% 48
2025
Q2
$414K Hold
5,110
0.32% 46
2025
Q1
$417K Sell
5,110
-180
-3% -$14.4K 0.34% 47
2024
Q4
$416K Buy
+5,290
New +$430K 0.35% 47

Other funds holding XLP

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

Kagan Cocozza Asset Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 12% in Q2 2026, selling an estimated $29.4K and leaving 2,592 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #65.

Kagan Cocozza Asset Management first reported a position in XLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $417K in Q1 2025. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Kagan Cocozza Asset Management held 2,592 shares of State Street Consumer Staples Select Sector SPDR ETF worth $215K as of Q2 2026.
  • Kagan Cocozza Asset Management sold 352 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $29.4K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.13% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #65 holding.
  • Kagan Cocozza Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Kagan Cocozza Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $417K in Q1 2025.
  • 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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