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Argent Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Argent Wealth Management’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$2.11M Buy
33,564
+2,244
+7% +$117K 0.35% 52
2020
Q1 		$1.43M Buy
31,320
+10,914
+53% +$644K 0.29% 60
2019
Q4 		$1.32M Buy
+20,406
New +$1.26M 0.22% 69

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Argent Wealth Management increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 7.2% in Q2 2020, buying an estimated $117K and bringing the position to 33,564 shares worth $2.11M. The position accounts for 0.35% of the portfolio, ranked #52.

Argent Wealth Management first reported a position in SLYG in Q4 2019 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold SLYG as of Q2 2020.

  • Argent Wealth Management held 33,564 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.11M as of Q2 2020.
  • Argent Wealth Management bought 2,244 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2020, an estimated $117K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.35% of Argent Wealth Management's portfolio in Q2 2020, its #52 holding.
  • Argent Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2020.

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