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

IMA Advisory Services’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
2023 Q4	–	Sell	-50	Closed	-$1.54K	–	148
2023 Q3	$1.54K	Hold	50	–	–	﹤0.01%	274
2023 Q2	$1.67K	Hold	50	–	–	﹤0.01%	278
2023 Q1	$1.59K	Hold	50	–	–	﹤0.01%	283
2022 Q4	$1.47K	Hold	50	–	–	﹤0.01%	308
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	301
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	306
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	288
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	292
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	272
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	268
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	274
2020 Q4	$3K	Buy	+50	New	+$2.33K	﹤0.01%	263

Other funds holding HAIL

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IMA Advisory Services's HAIL Position: Q4 2023 in Review

IMA Advisory Services sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q4 2023, closing a stake of 50 shares — an estimated $1.54K sold.

IMA Advisory Services first reported a position in HAIL in Q4 2020 and held it in 12 quarters. The position peaked at $3K in Q4 2021. 39 funds tracked by Wall St. Rank hold HAIL as of Q4 2023.

IMA Advisory Services reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q4 2023 after selling out during the quarter.
IMA Advisory Services sold 50 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q4 2023, an estimated $1.54K.
IMA Advisory Services first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q4 2020 and held it in 12 quarters.
IMA Advisory Services's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $3K in Q4 2021.
39 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.