Founders Capital Management (Texas)’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Founders Capital Management (Texas)’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
2024 Q1	–	Sell	-521	Closed	-$16.4K	–	368
2023 Q4	$16.4K	Hold	521	–	–	0.01%	252
2023 Q3	$16.1K	Sell	521 -2,623	-83%	-$88.4K	0.01%	246
2023 Q2	$105K	Sell	3,144 -1,204	-28%	-$36.4K	0.08%	89
2023 Q1	$138K	Sell	4,348 -35	-0.8%	-$1.16K	0.11%	70
2022 Q4	$129K	Sell	4,383 -6,375	-59%	-$206K	0.1%	77
2022 Q3	$339K	Sell	10,758 -202	-2%	-$7.61K	0.28%	44
2022 Q2	$377K	Sell	10,960 -1,799	-14%	-$71.3K	0.3%	43
2022 Q1	$705K	Hold	12,759	–	–	0.45%	39
2021 Q4	$705K	Sell	12,759 -9,367	-42%	-$545K	0.45%	39
2021 Q3	$1.21M	Buy	22,126 +1,086	+5%	+$61.6K	0.83%	31
2021 Q2	$1.31M	Buy	21,040 +840	+4%	+$51.2K	0.85%	32
2021 Q1	$1.23M	Buy	+20,200	New	+$1.28M	0.88%	31

Other funds holding HAIL

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

Founders Capital Management (Texas)'s HAIL Position: Q1 2024 in Review

Founders Capital Management (Texas) sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q1 2024, closing a stake of 521 shares — an estimated $16.4K sold.

Founders Capital Management (Texas) first reported a position in HAIL in Q1 2021 and held it in 12 quarters. The position peaked at $1.31M in Q2 2021. 29 funds tracked by Wall St. Rank hold HAIL as of Q1 2024.

Founders Capital Management (Texas) reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q1 2024 after selling out during the quarter.
Founders Capital Management (Texas) sold 521 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q1 2024, an estimated $16.4K.
Founders Capital Management (Texas) first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q1 2021 and held it in 12 quarters.
Founders Capital Management (Texas)'s State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $1.31M in Q2 2021.
29 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q1 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2024, filed 10 Apr 2024.