Spire Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History

Spire 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
2023 Q1	–	Sell	-20	Closed	-$5K	–	2583
2022 Q4	$5K	Sell	20 -226	-92%	-$52.4K	﹤0.01%	1847
2022 Q3	$67K	Buy	246 +125	+103%	+$28.3K	﹤0.01%	851
2022 Q2	$30K	Buy	+121	New	+$27K	﹤0.01%	1507
2022 Q1	–	Sell	-121	Closed	-$21K	–	2824
2021 Q4	$21K	Buy	+121	New	+$23.3K	﹤0.01%	2102

Other funds holding SDS

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

BFIC

Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TJHA

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

GECH

Garnet Equity Capital Holdings New York $530M AUM 69.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Spire Wealth Management's SDS Position: Q1 2023 in Review

Spire Wealth Management sold out of ProShares UltraShort S&P500 (SDS) in Q1 2023, closing a stake of 20 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in SDS in Q4 2021 and held it in 4 quarters. The position peaked at $67K in Q3 2022. 87 funds tracked by Wall St. Rank hold SDS as of Q1 2023.

Spire Wealth Management reported no remaining ProShares UltraShort S&P500 position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 20 ProShares UltraShort S&P500 shares in Q1 2023, an estimated $5K.
Spire Wealth Management first reported a position in ProShares UltraShort S&P500 in Q4 2021 and held it in 4 quarters.
Spire Wealth Management's ProShares UltraShort S&P500 position peaked at $67K in Q3 2022.
87 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.