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Provence Wealth Management Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Provence Wealth Management Group’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$44.7K Buy
+764
New +$41.7K 0.02% 225

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

Provence Wealth Management Group opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2023: 764 shares worth $44.7K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings.

556 funds tracked by Wall St. Rank hold SPTM as of Q4 2023.

  • Provence Wealth Management Group held 764 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $44.7K as of Q4 2023.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Provence Wealth Management Group position in Q4 2023.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Provence Wealth Management Group's portfolio in Q4 2023, its #225 holding.
  • 556 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2023.

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