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Aptus Capital Advisors’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Aptus Capital Advisors’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
Q1 		– Sell
-155
Closed -$9K – 702
2021
Q4 		$9K Sell
155
-187
-55% -$10.9K ﹤0.01% 505
2021
Q3 		$19K Sell
342
-77
-18% -$4.37K ﹤0.01% 449
2021
Q2 		$26K Sell
419
-15
-3% -$915 ﹤0.01% 454
2021
Q1 		$26K Buy
+434
New +$27.5K ﹤0.01% 421

Other funds holding HAIL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HighTower Advisors
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

Aptus Capital Advisors's HAIL Position: Q1 2022 in Review

Aptus Capital Advisors sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q1 2022, closing a stake of 155 shares — an estimated $9K sold.

Aptus Capital Advisors first reported a position in HAIL in Q1 2021 and held it in 4 quarters. The position peaked at $26K in Q2 2021. 60 funds tracked by Wall St. Rank hold HAIL as of Q1 2022.

  • Aptus Capital Advisors reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q1 2022 after selling out during the quarter.
  • Aptus Capital Advisors sold 155 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q1 2022, an estimated $9K.
  • Aptus Capital Advisors first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q1 2021 and held it in 4 quarters.
  • Aptus Capital Advisors's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $26K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q1 2022.

Based on Aptus Capital Advisors's 13F filing for Q1 2022, filed 4 May 2022.