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: Q3 2026 in Review
Kagan Cocozza Asset Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.36% in Q3 2026, selling an estimated $3K and leaving 5,001 shares worth $842K. The position accounts for 0.52% of the portfolio, ranked #27.
Kagan Cocozza Asset Management first reported a position in XLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $958K in Q4 2024. 1,281 funds tracked by Wall St. Rank hold XLV as of Q3 2026.
- Kagan Cocozza Asset Management held 5,001 shares of State Street Health Care Select Sector SPDR ETF worth $842K as of Q3 2026.
- Kagan Cocozza Asset Management sold 18 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $3K.
- State Street Health Care Select Sector SPDR ETF made up 0.52% of Kagan Cocozza Asset Management's portfolio in Q3 2026, its #27 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 8 quarters since.
- Kagan Cocozza Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $958K in Q4 2024.
- 1,281 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.
Based on Kagan Cocozza Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.