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Utilities SPDR shares owned by Kagan Cocozza Asset Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Kagan Cocozza Asset Management from 13F filings

Historical chart of Kagan Cocozza Asset Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Utilities SPDR by Kagan Cocozza Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 3.6k 87.20
2025-06-30 $311k 3.8k 81.66
2025-03-31 $300k 3.8k 78.84
2024-12-31 $290k 3.8k 75.70

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 Utilities SPDR

Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
UBS Group
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings

View all funds holding Utilities SPDR