Stephens Consulting’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Stephens Consulting’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
2023 Q3	–	Sell	-160	Closed	-$5.35K	–	508
2023 Q2	$5.35K	Hold	160	–	–	﹤0.01%	371
2023 Q1	$5.09K	Hold	160	–	–	﹤0.01%	385
2022 Q4	$4.71K	Hold	160	–	–	﹤0.01%	376
2022 Q3	$5.04K	Hold	160	–	–	﹤0.01%	403
2022 Q2	$5.51K	Hold	160	–	–	﹤0.01%	393
2022 Q1	$7.5K	Hold	160	–	–	0.01%	390
2021 Q4	$8.84K	Buy	+160	New	+$9.31K	0.01%	414

Other funds holding HAIL

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stephens Consulting's HAIL Position: Q3 2023 in Review

Stephens Consulting sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q3 2023, closing a stake of 160 shares — an estimated $5.35K sold.

Stephens Consulting first reported a position in HAIL in Q4 2021 and held it in 7 quarters. The position peaked at $8.84K in Q4 2021. 37 funds tracked by Wall St. Rank hold HAIL as of Q3 2023.

Stephens Consulting reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q3 2023 after selling out during the quarter.
Stephens Consulting sold 160 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q3 2023, an estimated $5.35K.
Stephens Consulting first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q4 2021 and held it in 7 quarters.
Stephens Consulting's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $8.84K in Q4 2021.
37 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q3 2023.

Based on Stephens Consulting's 13F filing for Q3 2023, filed 25 Oct 2023.