Kagan Cocozza Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
Kagan Cocozza Asset Management's XLV Position: Q1 2026 in Review
Kagan Cocozza Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.5% in Q1 2026, buying an estimated $28.1K and bringing the position to 5,421 shares worth $795K. The position accounts for 0.56% of the portfolio, ranked #30.
Kagan Cocozza Asset Management first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $958K in Q4 2024. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- Kagan Cocozza Asset Management held 5,421 shares of State Street Health Care Select Sector SPDR ETF worth $795K as of Q1 2026.
- Kagan Cocozza Asset Management bought 182 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $28.1K.
- State Street Health Care Select Sector SPDR ETF made up 0.56% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #30 holding.
- Kagan Cocozza Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
- Kagan Cocozza Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $958K in Q4 2024.
- 1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.
Based on Kagan Cocozza Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.