Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Kagan Cocozza Asset Management »

SPDR Barclays Capital Aggregate Bo shares owned by Kagan Cocozza Asset Management

Quarter-by-quarter ownership of SPDR Barclays Capital Aggregate Bo (SPAB) shares owned by Kagan Cocozza Asset Management from 13F filings

Historical chart of Kagan Cocozza Asset Management investment in SPDR Barclays Capital Aggregate Bo

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Aggregate Bo held by Kagan Cocozza Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in SPDR Barclays Capital Aggregate Bo by Kagan Cocozza Asset Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$17M	641k	25.85
2025-06-30	$16M	615k	25.60
2025-03-31	$16M	613k	25.54
2024-12-31	$15M	580k	24.99

More positions owned by Kagan Cocozza Asset Management

Spdr Series Trust Portfolio S&p500 (SPLG)

Spdr Series Trust Portfolio Agrgte (SPAB)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Spdr Series Trust Portfolio Intrmd (SPIB)

Vanguard Specialized Funds Div App Etf (VIG)

Vanguard Index Fds Mid Cap Etf (VO)

Ishares Tr Core Us Aggbd Et (AGG)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Vanguard Index Fds Real Estate Etf (VNQ)

Spdr Series Trust Portfolio S&p400 (SPMD)

Ishares Tr Core S&p Scp Etf (IJR)

Select Sector Spdr Tr Technology (XLK)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Ishares Tr Core S&p500 Etf (IVV)

Eli Lilly & Co. (LLY)

View all positions for Kagan Cocozza Asset Management

Top funds holding SPDR Barclays Capital Aggregate Bo

LPL Financial

CWM

CliftonLarsonAllen Wealth Advisors

HPM Partners

Envestnet Asset Management

State Street Corporation

RiverFront Investment Group

Horizon Investments

Exchange Traded Concepts

Advisor Group Holdings

Willow Creek Wealth Management

Gradient Investments

Tobias Financial Advisors

Wealth Enhancement Advisory Services

Baker Avenue Asset Management

View all funds holding SPDR Barclays Capital Aggregate Bo

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z