Provence Wealth Management Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$137K	Hold	1,428	–	–	0.07%	167
2023 Q3	$117K	Buy	+1,428	New	+$122K	0.07%	161

Other funds holding XLK

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

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

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

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

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

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

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

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

RJA

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

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

Provence Wealth Management Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q4 2023 at 1,428 shares worth $137K. The position accounts for 0.07% of the portfolio, ranked #167.

Provence Wealth Management Group first reported a position in XLK in Q3 2023 and has held it in 2 quarters since. 1,908 funds tracked by Wall St. Rank hold XLK as of Q4 2023.

Provence Wealth Management Group held 1,428 shares of State Street Technology Select Sector SPDR ETF worth $137K as of Q4 2023.
Provence Wealth Management Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q4 2023.
State Street Technology Select Sector SPDR ETF made up 0.07% of Provence Wealth Management Group's portfolio in Q4 2023, its #167 holding.
Provence Wealth Management Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 2 quarters since.
1,908 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2023.

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