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

Argent Wealth Management’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$6.41M Buy
138,207
+21,031
+18% +$847K 1.07% 23
2020
Q1 		$4.1M Buy
117,176
+10,428
+10% +$503K 0.83% 28
2019
Q4 		$5.85M Buy
+106,748
New +$5.63M 0.98% 26

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

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

Argent Wealth Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 18% in Q2 2020, buying an estimated $847K and bringing the position to 138,207 shares worth $6.41M. The position accounts for 1.07% of the portfolio, ranked #23.

Argent Wealth Management first reported a position in MDYV in Q4 2019 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold MDYV as of Q2 2020.

  • Argent Wealth Management held 138,207 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $6.41M as of Q2 2020.
  • Argent Wealth Management bought 21,031 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2020, an estimated $847K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 1.07% of Argent Wealth Management's portfolio in Q2 2020, its #23 holding.
  • Argent Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2020.

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