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Provence Wealth Management Group’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Provence Wealth Management Group’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$7.18K Hold
154
– – ﹤0.01% 330
2023
Q3 		$6.35K Buy
+154
New +$6.67K ﹤0.01% 331

Other funds holding SPYV

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Provence Wealth Management Group held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q4 2023 at 154 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Provence Wealth Management Group first reported a position in SPYV in Q3 2023 and has held it in 2 quarters since. 840 funds tracked by Wall St. Rank hold SPYV as of Q4 2023.

  • Provence Wealth Management Group held 154 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $7.18K as of Q4 2023.
  • Provence Wealth Management Group left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q4 2023.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #330 holding.
  • Provence Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2023 and has held it in 2 quarters since.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q4 2023.

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