SS SPDR S&P Kensho SM ETFHAILETF
13F holders, Q1 2025 (March 31)23holders −5
2new positions
6sold out
$25.83avg. 13F price*
At the end of Q1 2025, 23 institutions reported holding SS SPDR S&P Kensho SM ETF (HAIL) in their 13F filings, down 5 from Q4 2024. 2 opened new positions and 6 sold out. The largest holders were Nwam LLC ($358K), LPL Financial LLC ($229K) and Stephens Inc. ($218K).
- Company
- SS SPDR S&P Kensho SM ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78468R689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $5K |
| Exits | 6 | $653K |
All 13F filers, Q4 2024 → Q1 2025: 2,208 shares bought and 29,061 shares sold, net −26,853 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Nwam LLC | 0.03% | Reduce -25.7% | 13,866 | $358K |
| LPL Financial LLC | 0.00% | Reduce -9.2% | 8,880 | $229K |
| Stephens Inc. | 0.00% | Add +0.0% | 8,447 | $218K |
| Cwm, LLC | 0.00% | Reduce -1.8% | 3,749 | $97K |
| Morgan Stanley | 0.00% | Add +0.1% | 3,330 | $86K |
| Bank of America Corp. | 0.00% | Add +2.4% | 2,934 | $76K |
| UBS Group AG | 0.00% | Add +7756.0% | 1,964 | $51K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 1,039 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 800 | $21K |
| City Holding Co. | 0.00% | No change | 480 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.8% | 336 | $9K |
| Bank of Montreal | 0.00% | No change | 323 | $8K |
| Trust Co. of Vermont | 0.00% | No change | 275 | $7K |
| EPG Wealth Management LLC | 0.00% | New | 170 | $4K |
| MAI Capital Management | 0.00% | No change | 110 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 97 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 80 | $2K |
| Royal Bank of Canada | 0.00% | Reduce -79.1% | 66 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 53 | $1K |
| PSI Advisors, LLC | 0.00% | No change | 32 | $826 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 26 | $671 |
| Abound Wealth Management | 0.00% | No change | 8 | $207 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $112 |
"% of holder's portfolio" is HAIL's weight in each manager's 13F, not the share of SS SPDR S&P Kensho SM ETF the manager owns.