SWM
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Spire Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Spire Wealth Management’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,900
Closed -$339K – 2390
2022
Q3 		$339K Buy
+4,900
New +$307K 0.02% 409

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SFM
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UBS Group
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KWM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Spire Wealth Management sold out of ProShares Short S&P500 (SH) in Q4 2022, closing a stake of 4,900 shares — an estimated $339K sold.

Spire Wealth Management first reported a position in SH in Q3 2022 and held it in 1 quarter. The position peaked at $339K in Q3 2022. 256 funds tracked by Wall St. Rank hold SH as of Q4 2022.

  • Spire Wealth Management reported no remaining ProShares Short S&P500 position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 4,900 ProShares Short S&P500 shares in Q4 2022, an estimated $339K.
  • Spire Wealth Management first reported a position in ProShares Short S&P500 in Q3 2022 and held it in 1 quarter.
  • Spire Wealth Management's ProShares Short S&P500 position peaked at $339K in Q3 2022.
  • 256 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2022.

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