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Provence Wealth Management Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Provence Wealth Management Group’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$16.7K Hold
416
– – 0.01% 282
2023
Q3 		$14.2K Buy
+416
New +$15.4K 0.01% 280

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Provence Wealth Management Group held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q4 2023 at 416 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #282.

Provence Wealth Management Group first reported a position in XLRE in Q3 2023 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

  • Provence Wealth Management Group held 416 shares of State Street Real Estate Select Sector SPDR ETF worth $16.7K as of Q4 2023.
  • Provence Wealth Management Group left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q4 2023.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #282 holding.
  • Provence Wealth Management Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and has held it in 2 quarters since.
  • 679 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

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