Kagan Cocozza Asset Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.01M	Sell
2025 Q2	$996K	Sell
2025 Q1	$908K	Sell
2024 Q4	$1.04M	Buy