Kagan Cocozza Asset Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$312K	Sell
2025 Q2	$311K	Hold
2025 Q1	$300K	Sell
2024 Q4	$289K	Buy