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Provence Wealth Management Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Provence Wealth Management Group’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$6.33K Hold
76
– – ﹤0.01% 339
2023
Q3 		$5.5K Buy
+76
New +$5.87K ﹤0.01% 346

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

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

Provence Wealth Management Group held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q4 2023 at 76 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Provence Wealth Management Group first reported a position in SLYV in Q3 2023 and has held it in 2 quarters since. 534 funds tracked by Wall St. Rank hold SLYV as of Q4 2023.

  • Provence Wealth Management Group held 76 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $6.33K as of Q4 2023.
  • Provence Wealth Management Group left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q4 2023.
  • State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #339 holding.
  • Provence Wealth Management Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2023 and has held it in 2 quarters since.
  • 534 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2023.

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