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

Argent Wealth Management’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$3.33M	Buy	61,424 +16,632	+37%	+$762K	0.55%	39
2020 Q1	$1.79M	Buy	44,792 +11,781	+36%	+$666K	0.36%	52
2019 Q4	$2.17M	Buy	+33,011	New	+$2.09M	0.36%	53

Other funds holding SLYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return

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

Argent Wealth Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 37% in Q2 2020, buying an estimated $762K and bringing the position to 61,424 shares worth $3.33M. The position accounts for 0.55% of the portfolio, ranked #39.

Argent Wealth Management first reported a position in SLYV in Q4 2019 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold SLYV as of Q2 2020.

Argent Wealth Management held 61,424 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.33M as of Q2 2020.
Argent Wealth Management bought 16,632 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2020, an estimated $762K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.55% of Argent Wealth Management's portfolio in Q2 2020, its #39 holding.
Argent Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and has held it in 3 quarters since.
300 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2020.

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