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Argent Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Argent Wealth Management’s Portfolio MDYG Stock Details MDYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$6.34M Buy
106,787
+15,327
+17% +$764K 1.05% 24
2020
Q1 		$3.93M Buy
91,460
+28,893
+46% +$1.52M 0.8% 29
2019
Q4 		$3.57M Buy
+62,567
New +$3.44M 0.6% 38

Other funds holding MDYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Argent Wealth Management's MDYG Position: Q2 2020 in Review

Argent Wealth Management increased its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) stake by 17% in Q2 2020, buying an estimated $764K and bringing the position to 106,787 shares worth $6.34M. The position accounts for 1.05% of the portfolio, ranked #24.

Argent Wealth Management first reported a position in MDYG in Q4 2019 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold MDYG as of Q2 2020.

  • Argent Wealth Management held 106,787 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $6.34M as of Q2 2020.
  • Argent Wealth Management bought 15,327 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q2 2020, an estimated $764K.
  • State Street SPDR S&P 400 Mid Cap Growth ETF made up 1.05% of Argent Wealth Management's portfolio in Q2 2020, its #24 holding.
  • Argent Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.