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Next Financial Group’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Next Financial Group’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
Q4 		$0 Hold
7
– – ﹤0.01% 2903
2021
Q3 		$0 Sell
7
-25,697
-100% -$1.46M ﹤0.01% 2775
2021
Q2 		$1.6M Buy
25,704
+1
+0% +$61 0.13% 186
2021
Q1 		$1.57M Buy
+25,703
New +$1.63M 0.14% 165

Other funds holding HAIL

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Next Financial Group's HAIL Position: Q4 2021 in Review

Next Financial Group held its State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) position steady in Q4 2021 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

Next Financial Group first reported a position in HAIL in Q1 2021 and has held it in 4 quarters since. The position peaked at $1.6M in Q2 2021. 71 funds tracked by Wall St. Rank hold HAIL as of Q4 2021.

  • Next Financial Group held 7 shares of State Street SPDR S&P Kensho Smart Mobility ETF worth $0 as of Q4 2021.
  • Next Financial Group left its State Street SPDR S&P Kensho Smart Mobility ETF share count unchanged in Q4 2021.
  • State Street SPDR S&P Kensho Smart Mobility ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2903 holding.
  • Next Financial Group first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q1 2021 and has held it in 4 quarters since.
  • Next Financial Group's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $1.6M in Q2 2021.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.