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

Allworth 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
2022 Q3	–	Sell	-932	Closed	-$32K	–	2835
2022 Q2	$32K	Hold	932	–	–	﹤0.01%	1063
2022 Q1	$44K	Hold	932	–	–	﹤0.01%	940
2021 Q4	$51K	Buy	932 +629	+208%	+$36.6K	﹤0.01%	831
2021 Q3	$17K	Buy	303 +1	+0.3%	+$57	﹤0.01%	1087
2021 Q2	$19K	Buy	302 +1	+0.3%	+$61	﹤0.01%	872
2021 Q1	$18K	Buy	301 +1	+0.3%	+$63	﹤0.01%	821
2020 Q4	$16K	Buy	+300	New	+$14K	﹤0.01%	719

Other funds holding HAIL

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

VFM

Valley Financial Management New York $193M AUM 13.84% 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

LWM

Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Allworth Financial's HAIL Position: Q3 2022 in Review

Allworth Financial sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q3 2022, closing a stake of 932 shares — an estimated $32K sold.

Allworth Financial first reported a position in HAIL in Q4 2020 and held it in 7 quarters. The position peaked at $51K in Q4 2021. 52 funds tracked by Wall St. Rank hold HAIL as of Q3 2022.

Allworth Financial reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q3 2022 after selling out during the quarter.
Allworth Financial sold 932 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q3 2022, an estimated $32K.
Allworth Financial first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q4 2020 and held it in 7 quarters.
Allworth Financial's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $51K in Q4 2021.
52 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q3 2022.

Based on Allworth Financial's 13F filing for Q3 2022, filed 18 Oct 2022.