Provence Wealth Management Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$116K	Hold	1,600	–	–	0.06%	177
2023 Q3	$105K	Buy	+1,600	New	+$107K	0.06%	167

Other funds holding XLC

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

Provence Wealth Management Group held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q4 2023 at 1,600 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #177.

Provence Wealth Management Group first reported a position in XLC in Q3 2023 and has held it in 2 quarters since. 858 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

Provence Wealth Management Group held 1,600 shares of State Street Communication Services Select Sector SPDR ETF worth $116K as of Q4 2023.
Provence Wealth Management Group left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q4 2023.
State Street Communication Services Select Sector SPDR ETF made up 0.06% of Provence Wealth Management Group's portfolio in Q4 2023, its #177 holding.
Provence Wealth Management Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2023 and has held it in 2 quarters since.
858 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

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