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Nachman Norwood & Parrott’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-435
Closed -$25K – 714
2020
Q3 		$25K Buy
+435
New +$24.8K ﹤0.01% 581

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Nachman Norwood & Parrott's MDYG Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2020, closing a stake of 435 shares — an estimated $25K sold.

Nachman Norwood & Parrott first reported a position in MDYG in Q3 2020 and held it in 1 quarter. The position peaked at $25K in Q3 2020. 245 funds tracked by Wall St. Rank hold MDYG as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 435 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2020, an estimated $25K.
  • Nachman Norwood & Parrott first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $25K in Q3 2020.
  • 245 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.