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

Capital Analysts LLC’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
2025 Q1	–	Sell	-356	Closed	-$10K	–	1397
2024 Q4	$10K	Sell	356 -233	-40%	-$6.59K	﹤0.01%	1058
2024 Q3	$17K	Sell	589 -447	-43%	-$12.4K	﹤0.01%	927
2024 Q2	$29K	Sell	1,036 -971	-48%	-$27.7K	﹤0.01%	801
2024 Q1	$60K	Sell	2,007 -266	-12%	-$7.63K	﹤0.01%	626
2023 Q4	$72K	Buy	2,273 +627	+38%	+$18.1K	﹤0.01%	584
2023 Q3	$51K	Buy	+1,646	New	+$55.5K	﹤0.01%	599

Other funds holding HAIL

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Capital Analysts LLC's HAIL Position: Q1 2025 in Review

Capital Analysts LLC sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q1 2025, closing a stake of 356 shares — an estimated $10K sold.

Capital Analysts LLC first reported a position in HAIL in Q3 2023 and held it in 6 quarters. The position peaked at $72K in Q4 2023. 23 funds tracked by Wall St. Rank hold HAIL as of Q1 2025.

Capital Analysts LLC reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q1 2025 after selling out during the quarter.
Capital Analysts LLC sold 356 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q1 2025, an estimated $10K.
Capital Analysts LLC first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q3 2023 and held it in 6 quarters.
Capital Analysts LLC's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $72K in Q4 2023.
23 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.