Provence Wealth Management Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$11.2K	Hold	155	–	–	0.01%	304
2023 Q3	$10.7K	Buy	+155	New	+$11.3K	0.01%	299

Other funds holding XLP

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

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

Provence Wealth Management Group held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q4 2023 at 155 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #304.

Provence Wealth Management Group first reported a position in XLP in Q3 2023 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

Provence Wealth Management Group held 155 shares of State Street Consumer Staples Select Sector SPDR ETF worth $11.2K as of Q4 2023.
Provence Wealth Management Group left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q4 2023.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #304 holding.
Provence Wealth Management Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2023 and has held it in 2 quarters since.
1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

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