SPWM
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Spartan Planning & Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Spartan Planning & Wealth Management’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$419K Buy
+6,214
New +$398K 0.28% 55
2023
Q4 		$11.6K Buy
+358
New +$10.3K 0.01% 168
2022
Q2 		– Sell
-230
Closed -$8K – 148
2022
Q1 		$8K Buy
+230
New +$7.36K 0.01% 114

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Spartan Planning & Wealth Management's SSO Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in ProShares Ultra S&P500 (SSO) in Q2 2026: 6,214 shares worth $419K. The stake represents 0.28% of the portfolio and ranks #55 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in SSO as recently as Q4 2023.

Spartan Planning & Wealth Management first reported a position in SSO in Q1 2022 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Spartan Planning & Wealth Management held 6,214 shares of ProShares Ultra S&P500 worth $419K as of Q2 2026.
  • ProShares Ultra S&P500 was a new Spartan Planning & Wealth Management position in Q2 2026.
  • ProShares Ultra S&P500 made up 0.28% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Spartan Planning & Wealth Management first reported a position in ProShares Ultra S&P500 in Q1 2022 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.