Argent Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$3.2M Buy
9,503
+2,784
+41% +$815K 0.53% 41
2020
Q1
$1.78M Buy
6,719
+4,177
+164% +$1.27M 0.36% 53
2019
Q4
$818K Buy
+2,542
New +$783K 0.14% 93

Other funds holding SPY

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

Argent Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 41% in Q2 2020, buying an estimated $815K and bringing the position to 9,503 shares worth $3.2M. The position accounts for 0.53% of the portfolio, ranked #41.

Argent Wealth Management first reported a position in SPY in Q4 2019 and has held it in 3 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2020.

  • Argent Wealth Management held 9,503 shares of State Street SPDR S&P 500 ETF Trust worth $3.2M as of Q2 2020.
  • Argent Wealth Management bought 2,784 State Street SPDR S&P 500 ETF Trust shares in Q2 2020, an estimated $815K.
  • State Street SPDR S&P 500 ETF Trust made up 0.53% of Argent Wealth Management's portfolio in Q2 2020, its #41 holding.
  • Argent Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 3 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2020.

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