Polestar’s 34% Sales Jump and Four New EV Models Boost Mobility ETF
SPDR S&P Kensho Smart Mobility ETF holds 1.85% in Polestar Automotive, which plans four EV model launches by 2028 after record 60,119 retail sales in 2025, up 34% year-over-year. Polestar also secured over $400 million funding and expects low double-digit volume growth in 2026.
1. HAIL’s Exposure to Polestar Automotive
SPDR S&P Kensho Smart Mobility ETF allocates 1.85% weight to Polestar Automotive, making the EV maker a notable holding within the fund’s diversified portfolio.
2. Polestar’s EV Model Offensive
Polestar plans to launch four new electric vehicles between 2026 and 2028, targeting higher-volume segments with the Polestar 5 grand tourer from summer 2026, a new variant of Polestar 4 in late 2026, a Polestar 2 successor in early 2027 and the compact premium SUV Polestar 7 in 2028.
3. Record Sales Performance in 2025
The company delivered 60,119 retail units in 2025, a 34% increase year-over-year, including 15,608 cars in Q4—a 27% rise from the prior-year quarter.
4. Funding and Growth Expectations
Polestar secured over $400 million through a special-purpose vehicle and projects low double-digit retail volume growth in 2026, supported by an expanding retail network and a higher share of Polestar 4 in its sales mix.