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Spartan Planning & Wealth Management’s ProShares Short Financials SEF Stock Holding History

Spartan Planning & Wealth Management’s Portfolio SEF Stock Details SEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-63
Closed -$4K – 172
2022
Q3 		$4K Hold
63
– – 0.01% 61
2022
Q2 		$3K Hold
63
– – ﹤0.01% 81
2022
Q1 		$3K Buy
+63
New +$2.99K ﹤0.01% 126

Other funds holding SEF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Spartan Planning & Wealth Management's SEF Position: Q4 2022 in Review

Spartan Planning & Wealth Management sold out of ProShares Short Financials (SEF) in Q4 2022, closing a stake of 63 shares — an estimated $4K sold.

Spartan Planning & Wealth Management first reported a position in SEF in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 12 funds tracked by Wall St. Rank hold SEF as of Q4 2022.

  • Spartan Planning & Wealth Management reported no remaining ProShares Short Financials position as of Q4 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 63 ProShares Short Financials shares in Q4 2022, an estimated $4K.
  • Spartan Planning & Wealth Management first reported a position in ProShares Short Financials in Q1 2022 and held it in 3 quarters.
  • Spartan Planning & Wealth Management's ProShares Short Financials position peaked at $4K in Q3 2022.
  • 12 funds tracked by Wall St. Rank held ProShares Short Financials as of Q4 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.