Laird Norton Wetherby Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio SDS Stock Details SDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$145K	Hold	2,000	–	–	0.01%	913
2025 Q2	$167K	Buy	+2,000	New	+$199K	0.01%	902
2024 Q4	$197K	Hold	2,000	–	–	0.01%	845
2024 Q3	$206K	Hold	2,000	–	–	0.01%	866
2024 Q2	$230K	Hold	2,000	–	–	0.01%	799
2024 Q1	$249K	Hold	2,000	–	–	0.01%	801
2023 Q4	$299K	Hold	2,000	–	–	0.02%	724
2023 Q3	$371K	Hold	2,000	–	–	0.02%	617
2023 Q2	$343K	Hold	2,000	–	–	0.02%	667
2023 Q1	$400K	Hold	2,000	–	–	0.02%	610
2022 Q4	$460K	Hold	2,000	–	–	0.03%	549
2022 Q3	$546K	Hold	2,000	–	–	0.04%	462
2022 Q2	$503K	Hold	2,000	–	–	0.03%	503
2022 Q1	$375K	Buy	+2,000	New	+$396K	0.02%	618
2021 Q4	–	Sell	-4,588	Closed	-$1.02M	–	954
2021 Q3	$1.02M	Buy	+4,588	New	+$973K	0.06%	299

Other funds holding SDS

SCM

Sollinda Capital Management Miami, Florida $468M AUM 15.7% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SDS Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its ProShares UltraShort S&P500 (SDS) position steady in Q3 2025 at 2,000 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #913.

Laird Norton Wetherby Wealth Management first reported a position in SDS in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.02M in Q3 2021. 56 funds tracked by Wall St. Rank hold SDS as of Q3 2025.

Laird Norton Wetherby Wealth Management held 2,000 shares of ProShares UltraShort S&P500 worth $145K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its ProShares UltraShort S&P500 share count unchanged in Q3 2025.
ProShares UltraShort S&P500 made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #913 holding.
Laird Norton Wetherby Wealth Management first reported a position in ProShares UltraShort S&P500 in Q3 2021 and has held it in 15 quarters since.
Laird Norton Wetherby Wealth Management's ProShares UltraShort S&P500 position peaked at $1.02M in Q3 2021.
56 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.