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

EverSource Wealth 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
2025
Q2 		– Sell
-97
Closed -$2.5K – 4296
2025
Q1 		$2.5K Hold
97
– – ﹤0.01% 2827
2024
Q4 		$2.75K Buy
+97
New +$2.75K ﹤0.01% 2590

Other funds holding HAIL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EverSource Wealth Advisors's HAIL Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q2 2025, closing a stake of 97 shares — an estimated $2.5K sold.

EverSource Wealth Advisors first reported a position in HAIL in Q4 2024 and held it in 2 quarters. The position peaked at $2.75K in Q4 2024. 23 funds tracked by Wall St. Rank hold HAIL as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 97 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q2 2025, an estimated $2.5K.
  • EverSource Wealth Advisors first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q4 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $2.75K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.