Provence Wealth Management Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Provence Wealth Management Group’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$56.1K	Hold	1,312	–	–	0.03%	213
2023 Q3	$51.5K	Buy	+1,312	New	+$53.9K	0.03%	204

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Provence Wealth Management Group held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q4 2023 at 1,312 shares worth $56.1K. The position accounts for 0.03% of the portfolio, ranked #213.

Provence Wealth Management Group first reported a position in XLB in Q3 2023 and has held it in 2 quarters since. 798 funds tracked by Wall St. Rank hold XLB as of Q4 2023.

Provence Wealth Management Group held 1,312 shares of State Street Materials Select Sector SPDR ETF worth $56.1K as of Q4 2023.
Provence Wealth Management Group left its State Street Materials Select Sector SPDR ETF share count unchanged in Q4 2023.
State Street Materials Select Sector SPDR ETF made up 0.03% of Provence Wealth Management Group's portfolio in Q4 2023, its #213 holding.
Provence Wealth Management Group first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2023 and has held it in 2 quarters since.
798 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2023.

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