SWM
OIL

Spire Wealth Management’s iPath Pure Beta Crude Oil ETN OIL Stock Holding History

Spire Wealth Management’s Portfolio OIL Stock Details OIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-65
Closed -$2K – 2426
2022
Q3 		$2K Hold
65
– – ﹤0.01% 2023
2022
Q2 		$2K Buy
+65
New +$2.26K ﹤0.01% 2432
2022
Q1 		– Sell
-40,021
Closed -$940K – 2973
2021
Q4 		$940K Buy
+40,021
New +$939K 0.02% 488

Other funds holding OIL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spire Wealth Management's OIL Position: Q4 2022 in Review

Spire Wealth Management sold out of iPath Pure Beta Crude Oil ETN (OIL) in Q4 2022, closing a stake of 65 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in OIL in Q4 2021 and held it in 3 quarters. The position peaked at $940K in Q4 2021. 18 funds tracked by Wall St. Rank hold OIL as of Q4 2022.

  • Spire Wealth Management reported no remaining iPath Pure Beta Crude Oil ETN position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 65 iPath Pure Beta Crude Oil ETN shares in Q4 2022, an estimated $2K.
  • Spire Wealth Management first reported a position in iPath Pure Beta Crude Oil ETN in Q4 2021 and held it in 3 quarters.
  • Spire Wealth Management's iPath Pure Beta Crude Oil ETN position peaked at $940K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held iPath Pure Beta Crude Oil ETN as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.