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

Spire 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 Q3	–	Sell	-225	Closed	-$8K	–	2358
2022 Q2	$8K	Sell	225 -195	-46%	-$7.73K	﹤0.01%	1987
2022 Q1	$20K	Hold	420	–	–	﹤0.01%	1811
2021 Q4	$23K	Hold	420	–	–	﹤0.01%	2064
2021 Q3	$23K	Hold	420	–	–	﹤0.01%	1797
2021 Q2	$26K	Hold	420	–	–	﹤0.01%	1770
2021 Q1	$26K	Buy	+420	New	+$26.6K	﹤0.01%	2044

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

LWM

Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VNA

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

Spire Wealth Management's HAIL Position: Q3 2022 in Review

Spire Wealth Management sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q3 2022, closing a stake of 225 shares — an estimated $8K sold.

Spire Wealth Management first reported a position in HAIL in Q1 2021 and held it in 6 quarters. The position peaked at $26K in Q2 2021. 52 funds tracked by Wall St. Rank hold HAIL as of Q3 2022.

Spire Wealth Management reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 225 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q3 2022, an estimated $8K.
Spire Wealth Management first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $26K in Q2 2021.
52 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.