Kagan Cocozza Asset Management SPLG Holdings History
Kagan Cocozza Asset Management's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Kagan Cocozza Asset Management held 272,474.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $19.81 Mil. This investment constitutes 15.19% of their stock portfolio, and Kagan Cocozza Asset Management now holds 0.03% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q4. And since then Kagan Cocozza Asset Management has made 2 purchases of SPLG, at an average price of $69.26, for a total of 272,474.00 shares. Based on historical transaction data and SPLG's current price of $73.74, Kagan Cocozza Asset Management's estimated gain on his SPLG holdings is $1.22 Mil, reflecting a 6.47% gain to date.
Kagan Cocozza Asset Management SPLG ($73.74) Holding Chart
Kagan Cocozza Asset Management SPLG ($73.74) 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 % | |||
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