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

Optimum Investment 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
2025 Q1	–	Sell	-193	Closed	-$5.48K	–	643
2024 Q4	$5.48K	Sell	193 -400	-67%	-$11.3K	﹤0.01%	546
2024 Q3	$17K	Hold	593	–	–	0.01%	470
2024 Q2	$16.5K	Sell	593 -1,000	-63%	-$28.6K	0.01%	468
2024 Q1	$47.7K	Hold	1,593	–	–	0.02%	372
2023 Q4	$50.1K	Hold	1,593	–	–	0.03%	352
2023 Q3	$49.2K	Hold	1,593	–	–	0.03%	365
2023 Q2	$53.3K	Sell	1,593 -1,000	-39%	-$30.3K	0.03%	367
2023 Q1	$82.4K	Hold	2,593	–	–	0.04%	301
2022 Q4	$76.4K	Sell	2,593 -500	-16%	-$16.1K	0.04%	314
2022 Q3	$97K	Hold	3,093	–	–	0.05%	276
2022 Q2	$106K	Hold	3,093	–	–	0.05%	277
2022 Q1	$145K	Hold	3,093	–	–	0.06%	261
2021 Q4	$171K	Hold	3,093	–	–	0.07%	256
2021 Q3	$169K	Hold	3,093	–	–	0.07%	244
2021 Q2	$192K	Buy	3,093 +193	+7%	+$11.8K	0.06%	269
2021 Q1	$177K	Hold	2,900	–	–	0.05%	279
2020 Q4	$159K	Buy	+2,900	New	+$135K	0.05%	283

Other funds holding HAIL

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Optimum Investment Advisors's HAIL Position: Q1 2025 in Review

Optimum Investment Advisors sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q1 2025, closing a stake of 193 shares — an estimated $5.48K sold.

Optimum Investment Advisors first reported a position in HAIL in Q4 2020 and held it in 17 quarters. The position peaked at $192K in Q2 2021. 23 funds tracked by Wall St. Rank hold HAIL as of Q1 2025.

Optimum Investment Advisors reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q1 2025 after selling out during the quarter.
Optimum Investment Advisors sold 193 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q1 2025, an estimated $5.48K.
Optimum Investment Advisors first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q4 2020 and held it in 17 quarters.
Optimum Investment Advisors's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $192K in Q2 2021.
23 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q1 2025.

Based on Optimum Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.