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

Northwest Financial Advisors’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
Q4 		– Sell
-104
Closed -$2.98K – 280
2024
Q3 		$2.98K Buy
+104
New +$2.9K ﹤0.01% 479

Other funds holding HAIL

NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northwest Financial Advisors's HAIL Position: Q4 2024 in Review

Northwest Financial Advisors sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q4 2024, closing a stake of 104 shares — an estimated $2.98K sold.

Northwest Financial Advisors first reported a position in HAIL in Q3 2024 and held it in 1 quarter. The position peaked at $2.98K in Q3 2024. 28 funds tracked by Wall St. Rank hold HAIL as of Q4 2024.

  • Northwest Financial Advisors reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 104 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q4 2024, an estimated $2.98K.
  • Northwest Financial Advisors first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $2.98K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.