Kagan Cocozza Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Kagan Cocozza Asset Management's XLY Position: Q2 2026 in Review
Kagan Cocozza Asset Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.3% in Q2 2026, selling an estimated $11.7K and leaving 7,663 shares worth $899K. The position accounts for 0.56% of the portfolio, ranked #28.
Kagan Cocozza Asset Management first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q4 2024. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Kagan Cocozza Asset Management held 7,663 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $899K as of Q2 2026.
- Kagan Cocozza Asset Management sold 100 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $11.7K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.56% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #28 holding.
- Kagan Cocozza Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
- Kagan Cocozza Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.04M in Q4 2024.
- 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.