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

Fulcrum Equity 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
2021
Q2 		– Sell
-48,197
Closed -$2.94M – 202
2021
Q1 		$2.94M Buy
+48,197
New +$3.05M 1.16% 22

Other funds holding HAIL

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Fulcrum Equity Management's HAIL Position: Q2 2021 in Review

Fulcrum Equity Management sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q2 2021, closing a stake of 48,197 shares — an estimated $2.94M sold.

Fulcrum Equity Management first reported a position in HAIL in Q1 2021 and held it in 1 quarter. The position peaked at $2.94M in Q1 2021. 63 funds tracked by Wall St. Rank hold HAIL as of Q2 2021.

  • Fulcrum Equity Management reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 48,197 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q2 2021, an estimated $2.94M.
  • Fulcrum Equity Management first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q1 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $2.94M in Q1 2021.
  • 63 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.