SWM
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Spire Wealth Management’s Direxion Daily Semiconductor Bull 3X ETF SOXL Stock Holding History

Spire Wealth Management’s Portfolio SOXL Stock Details SOXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247K Sell
925
-2,000
-68% -$337K 0.01% 730
2026
Q1 		$140K Sell
2,925
-1
-0% -$58 ﹤0.01% 886
2025
Q4 		$123K Hold
2,926
– – ﹤0.01% 931
2025
Q3 		$102K Buy
2,926
+1,002
+52% +$27.9K ﹤0.01% 983
2025
Q2 		$48.3K Sell
1,924
-195,198
-99% -$3.14M ﹤0.01% 1208
2025
Q1 		$3.14M Buy
197,122
+195,814
+14,970% +$4.95M 0.1% 187
2024
Q4 		$35.7K Sell
1,308
-27
-2% -$859 ﹤0.01% 1420
2024
Q3 		$49K Buy
1,335
+830
+164% +$34K ﹤0.01% 1141
2024
Q2 		$28K Sell
505
-4,800
-90% -$223K ﹤0.01% 1314
2024
Q1 		$247K Sell
5,305
-6,730
-56% -$258K ﹤0.01% 717
2023
Q4 		$420K Buy
12,035
+6,691
+125% +$147K 0.01% 557
2023
Q3 		$101K Sell
5,344
-211
-4% -$4.83K ﹤0.01% 952
2023
Q2 		$138K Sell
5,555
-1,025
-16% -$18.9K 0.01% 854
2023
Q1 		$120K Buy
6,580
+1,277
+24% +$19K ﹤0.01% 902
2022
Q4 		$51K Buy
5,303
+5,001
+1,656% +$52.6K ﹤0.01% 988
2022
Q3 		$3K Sell
302
-199
-40% -$3.09K ﹤0.01% 1892
2022
Q2 		$7K Sell
501
-199
-28% -$4.49K ﹤0.01% 2044
2022
Q1 		$27K Sell
700
-1,265
-64% -$56.2K ﹤0.01% 1687
2021
Q4 		$134K Buy
+1,965
New +$111K ﹤0.01% 1283
2021
Q2 		– Sell
-1,830
Closed -$69K – 2931
2021
Q1 		$69K Buy
+1,830
New +$68.5K ﹤0.01% 1566

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PWM
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TFA
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KFS
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VWM
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KCFA
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