San Francisco Sentry Investment Group’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

San Francisco Sentry Investment 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 Q2	$263K	Buy	4,235 +695	+20%	+$42.4K	0.14%	167
2021 Q1	$216K	Buy	3,540 +595	+20%	+$37.7K	0.09%	215
2020 Q4	$162K	Buy	2,945 +600	+26%	+$27.9K	0.08%	226
2020 Q3	$88K	Buy	+2,345	New	+$83.2K	0.05%	276

Other funds holding HAIL

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

San Francisco Sentry Investment Group's HAIL Position: Q2 2021 in Review

San Francisco Sentry Investment Group increased its State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) stake by 20% in Q2 2021, buying an estimated $42.4K and bringing the position to 4,235 shares worth $263K. The position accounts for 0.14% of the portfolio, ranked #167.

San Francisco Sentry Investment Group first reported a position in HAIL in Q3 2020 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold HAIL as of Q2 2021.

San Francisco Sentry Investment Group held 4,235 shares of State Street SPDR S&P Kensho Smart Mobility ETF worth $263K as of Q2 2021.
San Francisco Sentry Investment Group bought 695 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q2 2021, an estimated $42.4K.
State Street SPDR S&P Kensho Smart Mobility ETF made up 0.14% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #167 holding.
San Francisco Sentry Investment Group first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q3 2020 and has held it in 4 quarters since.
63 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.