PWMG
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Provence Wealth Management Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Provence Wealth Management Group’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$7.35K Hold
113
– – ﹤0.01% 328
2023
Q3 		$6.7K Buy
+113
New +$6.92K ﹤0.01% 327

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Provence Wealth Management Group held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q4 2023 at 113 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Provence Wealth Management Group first reported a position in SPYG in Q3 2023 and has held it in 2 quarters since. 916 funds tracked by Wall St. Rank hold SPYG as of Q4 2023.

  • Provence Wealth Management Group held 113 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $7.35K as of Q4 2023.
  • Provence Wealth Management Group left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q4 2023.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #328 holding.
  • Provence Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 2 quarters since.
  • 916 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q4 2023.

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