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

CAPTRUST Financial 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
Q3 		– Sell
-6
Closed – – 2909
2022
Q2 		$0 Hold
6
– – ﹤0.01% 5010
2022
Q1 		$0 Hold
6
– – ﹤0.01% 4994
2021
Q4 		$0 Hold
6
– – ﹤0.01% 4824
2021
Q3 		$0 Hold
6
– – ﹤0.01% 4684
2021
Q2 		$0 Hold
6
– – ﹤0.01% 4570
2021
Q1 		$0 Buy
+6
New +$380 ﹤0.01% 4405

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VFM
Valley Financial Management New York $193M AUM 13.84% 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
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

CAPTRUST Financial Advisors's HAIL Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q3 2022, closing a stake of 6 shares.

CAPTRUST Financial Advisors first reported a position in HAIL in Q1 2021 and held it in 6 quarters. The position peaked at $0 in Q2 2022. 52 funds tracked by Wall St. Rank hold HAIL as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 6 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q3 2022.
  • CAPTRUST Financial Advisors first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $0 in Q2 2022.
  • 52 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.