Granite Bay Wealth Management’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Granite Bay Wealth 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
2024 Q1	–	Sell	-85,038	Closed	-$2.45M	–	152
2023 Q4	$2.45M	Sell	85,038 -6,015	-7%	-$173K	0.02%	157
2023 Q3	$3.08M	Buy	+91,053	New	+$3.07M	0.03%	143
2022 Q1	–	Sell	-5,022	Closed	-$277K	–	62
2021 Q4	$277K	Buy	+5,022	New	+$292K	0.27%	47

Other funds holding HAIL

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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

Granite Bay Wealth Management's HAIL Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q1 2024, closing a stake of 85,038 shares — an estimated $2.45M sold.

Granite Bay Wealth Management first reported a position in HAIL in Q4 2021 and held it in 3 quarters. The position peaked at $3.08M in Q3 2023. 29 funds tracked by Wall St. Rank hold HAIL as of Q1 2024.

Granite Bay Wealth Management reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 85,038 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q1 2024, an estimated $2.45M.
Granite Bay Wealth Management first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q4 2021 and held it in 3 quarters.
Granite Bay Wealth Management's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $3.08M in Q3 2023.
29 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.