NNP
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Nachman Norwood & Parrott’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Nachman Norwood & Parrott’s Portfolio SPYD Stock Details SPYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-607
Closed -$17K – 933
2020
Q3 		$17K Buy
+607
New +$17.2K ﹤0.01% 658

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Nachman Norwood & Parrott sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2020, closing a stake of 607 shares — an estimated $17K sold.

Nachman Norwood & Parrott first reported a position in SPYD in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 239 funds tracked by Wall St. Rank hold SPYD as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 607 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2020, an estimated $17K.
  • Nachman Norwood & Parrott first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $17K in Q3 2020.
  • 239 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2020.

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