Provence Wealth Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$144K	Buy	3,821 +1	+0%	+$35	0.08%	166
2023 Q3	$127K	Buy	+3,820	New	+$132K	0.08%	156

Other funds holding XLF

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Provence Wealth Management Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.03% in Q4 2023, buying an estimated $35 and bringing the position to 3,821 shares worth $144K. The position accounts for 0.08% of the portfolio, ranked #166.

Provence Wealth Management Group first reported a position in XLF in Q3 2023 and has held it in 2 quarters since. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Provence Wealth Management Group held 3,821 shares of State Street Financial Select Sector SPDR ETF worth $144K as of Q4 2023.
Provence Wealth Management Group bought 1 State Street Financial Select Sector SPDR ETF share in Q4 2023, an estimated $35.
State Street Financial Select Sector SPDR ETF made up 0.08% of Provence Wealth Management Group's portfolio in Q4 2023, its #166 holding.
Provence Wealth Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 2 quarters since.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

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