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

Blue Bell Private 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 Q3	–	Sell	-125	Closed	-$4.18K	–	689
2023 Q2	$4.18K	Hold	125	–	–	﹤0.01%	520
2023 Q1	$3.98K	Hold	125	–	–	﹤0.01%	495
2022 Q4	$3.68K	Hold	125	–	–	﹤0.01%	507
2022 Q3	$4K	Hold	125	–	–	﹤0.01%	506
2022 Q2	$4K	Hold	125	–	–	﹤0.01%	549
2022 Q1	$6K	Hold	125	–	–	﹤0.01%	520
2021 Q4	$7K	Buy	+125	New	+$7.27K	﹤0.01%	469

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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

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

Blue Bell Private Wealth Management's HAIL Position: Q3 2023 in Review

Blue Bell Private Wealth Management sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q3 2023, closing a stake of 125 shares — an estimated $4.18K sold.

Blue Bell Private Wealth Management first reported a position in HAIL in Q4 2021 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 37 funds tracked by Wall St. Rank hold HAIL as of Q3 2023.

Blue Bell Private Wealth Management reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q3 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 125 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q3 2023, an estimated $4.18K.
Blue Bell Private Wealth Management first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q4 2021 and held it in 7 quarters.
Blue Bell Private Wealth Management's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $7K in Q4 2021.
37 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q3 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.