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

Baystate 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
2023 Q4	$5.79K	Buy	183 +1	+0.5%	+$29	﹤0.01%	855
2023 Q3	$5.63K	Buy	182 +2	+1%	+$67	﹤0.01%	670
2023 Q2	$6.05K	Buy	180 +1	+0.6%	+$30	﹤0.01%	669
2023 Q1	$5.72K	Hold	179	–	–	﹤0.01%	663
2022 Q4	$5K	Buy	179 +1	+0.6%	+$32	﹤0.01%	687
2022 Q3	$6K	Buy	178 +2	+1%	+$75	﹤0.01%	618
2022 Q2	$6K	Hold	176	–	–	﹤0.01%	643
2022 Q1	$8K	Hold	176	–	–	﹤0.01%	607
2021 Q4	$10K	Buy	176 +1	+0.6%	+$58	﹤0.01%	573
2021 Q3	$10K	Buy	+175	New	+$9.93K	﹤0.01%	523

Other funds holding HAIL

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

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

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

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

Baystate Wealth Management's HAIL Position: Q4 2023 in Review

Baystate Wealth Management increased its State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) stake by 0.55% in Q4 2023, buying an estimated $29 and bringing the position to 183 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Baystate Wealth Management first reported a position in HAIL in Q3 2021 and has held it in 10 quarters since. The position peaked at $10K in Q4 2021. 39 funds tracked by Wall St. Rank hold HAIL as of Q4 2023.

Baystate Wealth Management held 183 shares of State Street SPDR S&P Kensho Smart Mobility ETF worth $5.79K as of Q4 2023.
Baystate Wealth Management bought 1 State Street SPDR S&P Kensho Smart Mobility ETF share in Q4 2023, an estimated $29.
State Street SPDR S&P Kensho Smart Mobility ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #855 holding.
Baystate Wealth Management first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q3 2021 and has held it in 10 quarters since.
Baystate Wealth Management's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $10K in Q4 2021.
39 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.