Kagan Cocozza Asset Management SPDW Holdings History
Kagan Cocozza Asset Management's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-06-30, Kagan Cocozza Asset Management held 259,147.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $10.49 Mil. This investment constitutes 8.04% of their stock portfolio, and Kagan Cocozza Asset Management now holds 0.04% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2024Q4. And since then Kagan Cocozza Asset Management has made 1 purchases of SPDW, at an average price of $35.81, for a total of 268,254.00 shares. In addition, there have been 1 sales at an average price of $38.31 for 9,107.00 shares. Based on historical transaction data and SPDW's current price of $40.21, Kagan Cocozza Asset Management's estimated gain on his SPDW holdings is $1.16 Mil, reflecting a 12.11% gain to date.
Kagan Cocozza Asset Management SPDW ($40.21) Holding Chart
Kagan Cocozza Asset Management SPDW ($40.21) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
