Nachman Norwood & Parrott’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Nachman Norwood & Parrott’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$3.54M	Buy	28,911 +614	+2%	+$75.9K	0.36%	54
2021 Q1	$3.34M	Buy	28,297 +11	+0%	+$1.23K	0.37%	55
2020 Q4	$3M	Buy	28,286 +26	+0.1%	+$2.63K	0.35%	57
2020 Q3	$2.61M	Buy	28,260 +212	+0.8%	+$20K	0.35%	61
2020 Q2	$2.56M	Buy	28,048 +1,536	+6%	+$135K	0.42%	55
2020 Q1	$2.12M	Buy	26,512 +1,591	+6%	+$157K	0.43%	54
2019 Q4	$2.68M	Hold	24,921	–	–	0.44%	47
2019 Q3	$2.56M	Hold	24,921	–	–	0.46%	48
2019 Q2	$2.51M	Sell	24,921 -3,173	-11%	-$317K	0.45%	48
2019 Q1	$2.79M	Buy	28,094 +46	+0.2%	+$4.42K	0.52%	42
2018 Q4	$2.51M	Buy	+28,048	New	+$2.64M	0.52%	40

Other funds holding SDY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nachman Norwood & Parrott's SDY Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its State Street SPDR S&P Dividend ETF (SDY) stake by 2.2% in Q2 2021, buying an estimated $75.9K and bringing the position to 28,911 shares worth $3.54M. The position accounts for 0.36% of the portfolio, ranked #54.

Nachman Norwood & Parrott first reported a position in SDY in Q4 2018 and has held it in 11 quarters since. 896 funds tracked by Wall St. Rank hold SDY as of Q2 2021.

Nachman Norwood & Parrott held 28,911 shares of State Street SPDR S&P Dividend ETF worth $3.54M as of Q2 2021.
Nachman Norwood & Parrott bought 614 State Street SPDR S&P Dividend ETF shares in Q2 2021, an estimated $75.9K.
State Street SPDR S&P Dividend ETF made up 0.36% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #54 holding.
Nachman Norwood & Parrott first reported a position in State Street SPDR S&P Dividend ETF in Q4 2018 and has held it in 11 quarters since.
896 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.