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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$97.8K	Hold	1,094	–	–	0.05%	182
2023 Q3	$88.1K	Buy	+1,094	New	+$92.5K	0.05%	172
2022 Q1	–	Sell	-2,050	Closed	-$209K	–	80
2021 Q4	$209K	Buy	+2,050	New	+$204K	0.24%	70

Other funds holding XLY

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJA

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Provence Wealth Management Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q4 2023 at 1,094 shares worth $97.8K. The position accounts for 0.05% of the portfolio, ranked #182.

Provence Wealth Management Group first reported a position in XLY in Q4 2021 and has held it in 3 quarters since. The position peaked at $209K in Q4 2021. 1,146 funds tracked by Wall St. Rank hold XLY as of Q4 2023.

Provence Wealth Management Group held 1,094 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $97.8K as of Q4 2023.
Provence Wealth Management Group left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q4 2023.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Provence Wealth Management Group's portfolio in Q4 2023, its #182 holding.
Provence Wealth Management Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
Provence Wealth Management Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $209K in Q4 2021.
1,146 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2023.

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