Provence Wealth Management Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Provence Wealth Management Group’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$13K	Hold	283	–	–	0.01%	297
2023 Q3	$10.4K	Buy	+283	New	+$11K	0.01%	301

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Provence Wealth Management Group's KBE Position: Q4 2023 in Review

Provence Wealth Management Group held its State Street SPDR S&P Bank ETF (KBE) position steady in Q4 2023 at 283 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #297.

Provence Wealth Management Group first reported a position in KBE in Q3 2023 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold KBE as of Q4 2023.

Provence Wealth Management Group held 283 shares of State Street SPDR S&P Bank ETF worth $13K as of Q4 2023.
Provence Wealth Management Group left its State Street SPDR S&P Bank ETF share count unchanged in Q4 2023.
State Street SPDR S&P Bank ETF made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #297 holding.
Provence Wealth Management Group first reported a position in State Street SPDR S&P Bank ETF in Q3 2023 and has held it in 2 quarters since.
232 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.