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

Envestnet Asset 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 Q1	–	Sell	-38,679	Closed	-$1.14M	–	4030
2022 Q4	$1.14M	Sell	38,679 -4,548	-11%	-$147K	﹤0.01%	2539
2022 Q3	$1.36M	Sell	43,227 -130	-0.3%	-$4.9K	﹤0.01%	2320
2022 Q2	$1.49M	Sell	43,357 -3,197	-7%	-$127K	﹤0.01%	2302
2022 Q1	$2.18M	Buy	46,554 +8,257	+22%	+$394K	﹤0.01%	2150
2021 Q4	$2.12M	Buy	38,297 +26,917	+237%	+$1.57M	﹤0.01%	2131
2021 Q3	$623K	Buy	11,380 +4,505	+66%	+$256K	﹤0.01%	2839
2021 Q2	$427K	Sell	6,875 -4,720	-41%	-$288K	﹤0.01%	3078
2021 Q1	$708K	Buy	+11,595	New	+$734K	﹤0.01%	2639

Other funds holding HAIL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $253M AUM 28.6% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management's HAIL Position: Q1 2023 in Review

Envestnet Asset Management sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q1 2023, closing a stake of 38,679 shares — an estimated $1.14M sold.

Envestnet Asset Management first reported a position in HAIL in Q1 2021 and held it in 8 quarters. The position peaked at $2.18M in Q1 2022. 43 funds tracked by Wall St. Rank hold HAIL as of Q1 2023.

Envestnet Asset Management reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q1 2023 after selling out during the quarter.
Envestnet Asset Management sold 38,679 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q1 2023, an estimated $1.14M.
Envestnet Asset Management first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q1 2021 and held it in 8 quarters.
Envestnet Asset Management's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $2.18M in Q1 2022.
43 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.