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

Provence Wealth Management Group’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$71.3K Hold
1,690
– – 0.04% 197
2023
Q3 		$62.4K Buy
+1,690
New +$65.8K 0.04% 189

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Provence Wealth Management Group held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q4 2023 at 1,690 shares worth $71.3K. The position accounts for 0.04% of the portfolio, ranked #197.

Provence Wealth Management Group first reported a position in SPSM in Q3 2023 and has held it in 2 quarters since. 776 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

  • Provence Wealth Management Group held 1,690 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $71.3K as of Q4 2023.
  • Provence Wealth Management Group left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q4 2023.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Provence Wealth Management Group's portfolio in Q4 2023, its #197 holding.
  • Provence Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 2 quarters since.
  • 776 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

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