AE Wealth Management’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

AE Wealth Management’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
2025 Q1	–	Sell	-32	Closed	-$909	–	2208
2024 Q4	$909	Buy	+32	New	+$905	﹤0.01%	2046
2021 Q3	–	Sell	-10,173	Closed	-$632K	–	1668
2021 Q2	$632K	Buy	10,173 +6,592	+184%	+$402K	0.01%	1043
2021 Q1	$219K	Buy	+3,581	New	+$227K	﹤0.01%	1373

Other funds holding HAIL

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

AE Wealth Management's HAIL Position: Q1 2025 in Review

AE Wealth Management sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q1 2025, closing a stake of 32 shares — an estimated $909 sold.

AE Wealth Management first reported a position in HAIL in Q1 2021 and held it in 3 quarters. The position peaked at $632K in Q2 2021. 23 funds tracked by Wall St. Rank hold HAIL as of Q1 2025.

AE Wealth Management reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q1 2025 after selling out during the quarter.
AE Wealth Management sold 32 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q1 2025, an estimated $909.
AE Wealth Management first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q1 2021 and held it in 3 quarters.
AE Wealth Management's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $632K in Q2 2021.
23 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.