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

Northwestern Mutual 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
-39
Closed -$1.23K – 3656
2023
Q4 		$1.23K Sell
39
-348
-90% -$10K ﹤0.01% 3138
2023
Q3 		$11.9K Buy
+387
New +$13K ﹤0.01% 2480

Other funds holding HAIL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Northwestern Mutual Wealth Management's HAIL Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q1 2024, closing a stake of 39 shares — an estimated $1.23K sold.

Northwestern Mutual Wealth Management first reported a position in HAIL in Q3 2023 and held it in 2 quarters. The position peaked at $11.9K in Q3 2023. 29 funds tracked by Wall St. Rank hold HAIL as of Q1 2024.

  • Northwestern Mutual 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.
  • Northwestern Mutual Wealth Management sold 39 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q1 2024, an estimated $1.23K.
  • Northwestern Mutual Wealth Management first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q3 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $11.9K 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 Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.