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

Selective 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
2022 Q4	–	Sell	-50	Closed	-$2K	–	365
2022 Q3	$2K	Sell	50 -100	-67%	-$3.77K	﹤0.01%	669
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	626
2022 Q1	$7K	Hold	150	–	–	﹤0.01%	576
2021 Q4	$8K	Hold	150	–	–	﹤0.01%	504
2021 Q3	$8K	Buy	150 +50	+50%	+$2.84K	﹤0.01%	456
2021 Q2	$6K	Buy	+100	New	+$6.1K	﹤0.01%	389

Other funds holding HAIL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VFM

Valley Financial Management New York $193M AUM 13.84% 1-Year Est. Return

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

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

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

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

VNA

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Selective Wealth Management's HAIL Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q4 2022, closing a stake of 50 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in HAIL in Q2 2021 and held it in 6 quarters. The position peaked at $8K in Q4 2021. 49 funds tracked by Wall St. Rank hold HAIL as of Q4 2022.

Selective Wealth Management reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 50 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q4 2022, an estimated $2K.
Selective Wealth Management first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $8K in Q4 2021.
49 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.