Affiance Financial’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-149	Closed	-$4.39K	–	222
2022 Q4	$4.39K	Buy	+149	New	+$4.8K	﹤0.01%	344
2021 Q4	–	Sell	-149	Closed	-$8K	–	151
2021 Q3	$8K	Hold	149	–	–	﹤0.01%	153
2021 Q2	$9K	Hold	149	–	–	﹤0.01%	155
2021 Q1	$9K	Buy	+149	New	+$9.43K	﹤0.01%	150

Other funds holding HAIL

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

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

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Affiance Financial's HAIL Position: Q1 2023 in Review

Affiance Financial sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q1 2023, closing a stake of 149 shares — an estimated $4.39K sold.

Affiance Financial first reported a position in HAIL in Q1 2021 and held it in 4 quarters. The position peaked at $9K in Q2 2021. 43 funds tracked by Wall St. Rank hold HAIL as of Q1 2023.

Affiance Financial reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 149 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q1 2023, an estimated $4.39K.
Affiance Financial first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q1 2021 and held it in 4 quarters.
Affiance Financial's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $9K in Q2 2021.
43 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.