Advisory Services Network’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Advisory Services Network’s Portfolio HAIL Stock Details HAIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,343	Closed	-$42.3K	–	2376
2023 Q4	$42.3K	Buy	+1,343	New	+$38.7K	﹤0.01%	2106
2023 Q2	–	Sell	-1,808	Closed	-$57.5K	–	2363
2023 Q1	$57.5K	Sell	1,808 -1,679	-48%	-$55.7K	﹤0.01%	1950
2022 Q4	$103K	Buy	+3,487	New	+$112K	﹤0.01%	1603
2022 Q1	–	Sell	-3,890	Closed	-$215K	–	1491
2021 Q4	$215K	Buy	+3,890	New	+$226K	0.01%	1268
2021 Q3	–	Sell	-1,784	Closed	-$111K	–	2183
2021 Q2	$111K	Buy	+1,784	New	+$109K	﹤0.01%	1554

Other funds holding HAIL

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

Advisory Services Network's HAIL Position: Q1 2024 in Review

Advisory Services Network sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q1 2024, closing a stake of 1,343 shares — an estimated $42.3K sold.

Advisory Services Network first reported a position in HAIL in Q2 2021 and held it in 5 quarters. The position peaked at $215K in Q4 2021. 29 funds tracked by Wall St. Rank hold HAIL as of Q1 2024.

Advisory Services Network reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 1,343 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q1 2024, an estimated $42.3K.
Advisory Services Network first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q2 2021 and held it in 5 quarters.
Advisory Services Network's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $215K in Q4 2021.
29 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.