Kagan Cocozza Asset Management SPMD Holdings History
Kagan Cocozza Asset Management's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-06-30, Kagan Cocozza Asset Management held 62,605.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $3.40 Mil. This investment constitutes 2.61% of their stock portfolio, and Kagan Cocozza Asset Management now holds 0.03% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $54.36 for 594.00 shares. Based on historical transaction data and SPMD's current price of $55.42, Kagan Cocozza Asset Management's estimated gain on his SPMD holdings is $-56,871.69, reflecting a -1.60% gain to date.
Kagan Cocozza Asset Management SPMD ($55.42) Holding Chart
Kagan Cocozza Asset Management SPMD ($55.42) 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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