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

Wetzel 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
2024
Q3 		– Sell
-175
Closed -$5.24K – 434
2024
Q2 		$5.24K Hold
175
– – ﹤0.01% 576
2024
Q1 		$4.68K Hold
175
– – ﹤0.01% 688
2023
Q4 		$6K Buy
+175
New +$5.04K ﹤0.01% 642

Other funds holding HAIL

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wetzel Investment Advisors's HAIL Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q3 2024, closing a stake of 175 shares — an estimated $5.24K sold.

Wetzel Investment Advisors first reported a position in HAIL in Q4 2023 and held it in 3 quarters. The position peaked at $6K in Q4 2023. 26 funds tracked by Wall St. Rank hold HAIL as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 175 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q3 2024, an estimated $5.24K.
  • Wetzel Investment Advisors first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $6K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.