James Investment Research’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

James Investment Research’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 Q2	–	Sell	-196	Closed	-$6K	–	377
2023 Q1	$6K	Hold	196	–	–	﹤0.01%	492
2022 Q4	$6K	Sell	196 -14	-7%	-$451	﹤0.01%	490
2022 Q3	$7K	Hold	210	–	–	﹤0.01%	472
2022 Q2	$7K	Hold	210	–	–	﹤0.01%	457
2022 Q1	$10K	Hold	210	–	–	﹤0.01%	447
2021 Q4	$12K	Hold	210	–	–	﹤0.01%	451
2021 Q3	$11K	Sell	210 -3,170	-94%	-$180K	﹤0.01%	443
2021 Q2	$210K	Hold	3,380	–	–	0.02%	286
2021 Q1	$206K	Buy	+3,380	New	+$214K	0.02%	281

Other funds holding HAIL

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

James Investment Research's HAIL Position: Q2 2023 in Review

James Investment Research sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q2 2023, closing a stake of 196 shares — an estimated $6K sold.

James Investment Research first reported a position in HAIL in Q1 2021 and held it in 9 quarters. The position peaked at $210K in Q2 2021. 35 funds tracked by Wall St. Rank hold HAIL as of Q2 2023.

James Investment Research reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 196 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q2 2023, an estimated $6K.
James Investment Research first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q1 2021 and held it in 9 quarters.
James Investment Research's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $210K in Q2 2021.
35 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.