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HAIL
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SPDR S&P Kensho Smart Mobility (HAIL)

Upturn stock ratingUpturn stock rating
$26.01
Delayed price
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Upturn Advisory Summary

04/01/2025: HAIL (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit -35.83%
Avg. Invested days 33
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 4670
Beta 1.71
52 Weeks Range 24.22 - 31.35
Updated Date 04/2/2025
52 Weeks Range 24.22 - 31.35
Updated Date 04/2/2025

ai summary icon Upturn AI SWOT

SPDR S&P Kensho Smart Mobility

stock logo

ETF Overview

overview logo Overview

The SPDR S&P Kensho Smart Mobility ETF (HAIL) seeks to track the performance of the S&P Kensho Smart Mobility Index, representing companies focused on technologies and services driving the future of transportation. It targets the smart mobility sector, including autonomous vehicles, drone technology, and advanced transportation systems, using a proprietary quantitative weighting methodology.

reliability logo Reputation and Reliability

State Street Global Advisors (SSGA) is a reputable and established ETF issuer with a long track record in the market.

reliability logo Management Expertise

SSGA has extensive experience in managing various ETFs and employs a team of professionals with expertise in quantitative investment strategies.

Investment Objective

overview logo Goal

The primary investment goal is to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Smart Mobility Index.

Investment Approach and Strategy

Strategy: The ETF tracks a specific index: the S&P Kensho Smart Mobility Index. It employs a passive management strategy designed to replicate the index's composition and weighting.

Composition The ETF holds stocks of companies involved in the development and production of technologies and services related to autonomous and connected vehicles, transportation infrastructure, and drone technology.

Market Position

Market Share: HAIL holds a moderate market share within the smart mobility ETF sector.

Total Net Assets (AUM): 40925871

Competitors

overview logo Key Competitors

  • ARK Autonomous Technology & Robotics ETF (ARKQ)
  • Global X Autonomous & Electric Vehicles ETF (DRIV)
  • ROBO Global Robotics and Automation Index ETF (ROBO)

Competitive Landscape

The smart mobility ETF industry is competitive. HAIL's narrower focus and smaller AUM may be a disadvantage compared to ARKQ and DRIV, which have broader mandates and greater liquidity. However, HAIL's specific index tracking offers more precise exposure to its target segment.

Financial Performance

Historical Performance: Historical performance data needs to be sourced from financial data providers for accurate representation.

Benchmark Comparison: The ETF's performance is compared to the S&P Kensho Smart Mobility Index to assess tracking accuracy.

Expense Ratio: 0.45

Liquidity

Average Trading Volume

The average trading volume of HAIL suggests moderate liquidity, suitable for most retail investors but potentially limiting for very large institutional trades.

Bid-Ask Spread

The bid-ask spread is generally tight, reflecting reasonable trading efficiency, but may widen during periods of market volatility.

Market Dynamics

Market Environment Factors

Economic growth, technological advancements in autonomous driving, government regulations regarding transportation, and consumer adoption rates all influence HAIL's performance.

Growth Trajectory

Growth is driven by the increasing adoption of smart mobility technologies, infrastructure development, and advancements in AI and robotics impacting the transportation sector.

Moat and Competitive Advantages

Competitive Edge

HAILu2019s competitive edge lies in its precise tracking of the S&P Kensho Smart Mobility Index, which offers targeted exposure to companies driving innovation in transportation. The index's quantitative methodology provides a systematic approach to selecting and weighting companies. It focuses on emerging technologies and services, potentially capturing high-growth opportunities. This focused approach may appeal to investors seeking targeted exposure to the future of mobility.

Risk Analysis

Volatility

Historical volatility can be assessed using standard deviation calculations based on past performance data.

Market Risk

The ETF is subject to market risk, particularly related to technology stocks and the automotive industry, which can be sensitive to economic cycles and regulatory changes.

Investor Profile

Ideal Investor Profile

The ideal investor is someone interested in gaining exposure to the future of transportation and smart mobility, with a moderate to high risk tolerance.

Market Risk

HAIL is suitable for long-term investors who believe in the growth potential of the smart mobility sector and are comfortable with potential short-term volatility.

Summary

The SPDR S&P Kensho Smart Mobility ETF (HAIL) offers targeted exposure to companies driving innovation in transportation through its tracking of the S&P Kensho Smart Mobility Index. It is suitable for investors with a long-term perspective and moderate risk tolerance, who are interested in capturing the growth potential of the smart mobility sector. HAIL faces competition from larger ETFs like ARKQ and DRIV, but its precise index tracking and focus on emerging technologies differentiate it. While AUM is low, the expense ratio is low. Overall, HAIL may be a beneficial addition to a diversified portfolio.

Similar Companies

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Sources and Disclaimers

Data Sources:

  • State Street Global Advisors (SSGA) website
  • ETF.com
  • Morningstar.com
  • Yahoo Finance

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About SPDR S&P Kensho Smart Mobility

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Smart Transportation sector as determined by a classification standard produced by the index provider.

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