Provence Wealth Management Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$2.18K	Hold	52	–	–	﹤0.01%	391
2023 Q3	$2.35K	Buy	+52	New	+$2.27K	﹤0.01%	397

Other funds holding XLE

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Provence Wealth Management Group held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q4 2023 at 52 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Provence Wealth Management Group first reported a position in XLE in Q3 2023 and has held it in 2 quarters since. The position peaked at $2.35K in Q3 2023. 1,781 funds tracked by Wall St. Rank hold XLE as of Q4 2023.

Provence Wealth Management Group held 52 shares of State Street Energy Select Sector SPDR ETF worth $2.18K as of Q4 2023.
Provence Wealth Management Group left its State Street Energy Select Sector SPDR ETF share count unchanged in Q4 2023.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #391 holding.
Provence Wealth Management Group first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 2 quarters since.
Provence Wealth Management Group's State Street Energy Select Sector SPDR ETF position peaked at $2.35K in Q3 2023.
1,781 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2023.

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