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Gladstone Institutional Advisory’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Gladstone Institutional Advisory’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
Q4 		– Sell
-9,161
Closed -$289K – 665
2022
Q3 		$289K Sell
9,161
-652
-7% -$24.6K 0.02% 501
2022
Q2 		$338K Sell
9,813
-210
-2% -$8.33K 0.03% 485
2022
Q1 		$470K Buy
10,023
+472
+5% +$22.5K 0.03% 440
2021
Q4 		$527K Buy
9,551
+918
+11% +$53.4K 0.04% 370
2021
Q3 		$473K Buy
+8,633
New +$490K 0.05% 341

Other funds holding HAIL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
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
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Gladstone Institutional Advisory's HAIL Position: Q4 2022 in Review

Gladstone Institutional Advisory sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q4 2022, closing a stake of 9,161 shares — an estimated $289K sold.

Gladstone Institutional Advisory first reported a position in HAIL in Q3 2021 and held it in 5 quarters. The position peaked at $527K in Q4 2021. 49 funds tracked by Wall St. Rank hold HAIL as of Q4 2022.

  • Gladstone Institutional Advisory reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q4 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 9,161 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q4 2022, an estimated $289K.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q3 2021 and held it in 5 quarters.
  • Gladstone Institutional Advisory's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $527K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q4 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2022, filed 1 Feb 2023.