Hellman Jordan Management Company’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Hellman Jordan Management Company’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.33M	Sell	29,516 -105,568	-78%	-$4.77M	2.25%	18
2022 Q3	$5.67M	Buy	+135,084	New	+$6.31M	9.84%	1

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hellman Jordan Management Company's SPYM Position: Q4 2022 in Review

Hellman Jordan Management Company reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 78% in Q4 2022, selling an estimated $4.77M and leaving 29,516 shares worth $1.33M. The position accounts for 2.25% of the portfolio, ranked #18.

Hellman Jordan Management Company first reported a position in SPYM in Q3 2022 and has held it in 2 quarters since. The position peaked at $5.67M in Q3 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

Hellman Jordan Management Company held 29,516 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.33M as of Q4 2022.
Hellman Jordan Management Company sold 105,568 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2022, an estimated $4.77M.
State Street SPDR Portfolio S&P 500 ETF made up 2.25% of Hellman Jordan Management Company's portfolio in Q4 2022, its #18 holding.
Hellman Jordan Management Company first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 2 quarters since.
Hellman Jordan Management Company's State Street SPDR Portfolio S&P 500 ETF position peaked at $5.67M in Q3 2022.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on Hellman Jordan Management Company's 13F filing for Q4 2022, filed 20 Jan 2023.