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

Nachman Norwood & Parrott’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-555
Closed -$18K – 930
2020
Q3 		$18K Buy
+555
New +$18.2K ﹤0.01% 647

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2020, closing a stake of 555 shares — an estimated $18K sold.

Nachman Norwood & Parrott first reported a position in SPMD in Q3 2020 and held it in 1 quarter. The position peaked at $18K in Q3 2020. 279 funds tracked by Wall St. Rank hold SPMD as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 555 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2020, an estimated $18K.
  • Nachman Norwood & Parrott first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $18K in Q3 2020.
  • 279 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2020.

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