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SWM
Spire Wealth Management’s
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
Stock Holding History
Spire Wealth Management’s Portfolio
QQQE Stock Details
QQQE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$45.7K
Hold
464
–
–
﹤0.01%
1191
2025
Q4
$47.5K
Sell
464
-72
-13%
-$7.37K
﹤0.01%
1198
2025
Q3
$54.5K
Hold
536
–
–
﹤0.01%
1206
2025
Q2
$52.7K
Sell
536
-345
-39%
-$31.3K
﹤0.01%
1177
2025
Q1
$76.8K
Hold
881
–
–
﹤0.01%
1140
2024
Q4
$79.1K
Hold
881
–
–
﹤0.01%
1120
2024
Q3
$79.5K
Hold
881
–
–
﹤0.01%
985
2024
Q2
$78.2K
Hold
881
–
–
﹤0.01%
970
2024
Q1
$78.6K
Hold
881
–
–
﹤0.01%
1071
2023
Q4
$75.3K
Hold
881
–
–
﹤0.01%
1074
2023
Q3
$65.9K
Buy
881
+345
+64%
+$26.7K
﹤0.01%
1069
2023
Q2
$41.3K
Hold
536
–
–
﹤0.01%
1278
2023
Q1
$38.9K
Hold
536
–
–
﹤0.01%
1307
2022
Q4
$34K
Sell
536
-25
-4%
-$1.61K
﹤0.01%
1143
2022
Q3
$34K
Buy
561
+25
+5%
+$1.68K
﹤0.01%
1099
2022
Q2
$34K
Hold
536
–
–
﹤0.01%
1457
2022
Q1
$41K
Hold
536
–
–
﹤0.01%
1520
2021
Q4
$46K
Hold
536
–
–
﹤0.01%
1780
2021
Q3
$44K
Hold
536
–
–
﹤0.01%
1530
2021
Q2
$45K
Hold
536
–
–
﹤0.01%
1525
2021
Q1
$41K
Buy
+536
New
+$41.2K
﹤0.01%
1831
Other funds holding QQQE
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
WA
Waddell & Associates
Memphis, Tennessee
$1.77B AUM
35.55%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
ESL
Endurance Services Ltd
Purchase, New York
$594M AUM
8.77%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
IFG
Independent Financial Group
San Diego, California
$4.46B AUM
29.63%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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