SWM
SOXL icon

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

Other funds holding SOXL

JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Spire Wealth Management's SOXL Position: Q2 2026 in Review

Spire Wealth Management reduced its Direxion Daily Semiconductor Bull 3X ETF (SOXL) stake by 68% in Q2 2026, selling an estimated $337K and leaving 925 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #730.

Spire Wealth Management first reported a position in SOXL in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.14M in Q1 2025. 201 funds tracked by Wall St. Rank hold SOXL as of Q2 2026.

  • Spire Wealth Management held 925 shares of Direxion Daily Semiconductor Bull 3X ETF worth $247K as of Q2 2026.
  • Spire Wealth Management sold 2,000 Direxion Daily Semiconductor Bull 3X ETF shares in Q2 2026, an estimated $337K.
  • Direxion Daily Semiconductor Bull 3X ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #730 holding.
  • Spire Wealth Management first reported a position in Direxion Daily Semiconductor Bull 3X ETF in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Direxion Daily Semiconductor Bull 3X ETF position peaked at $3.14M in Q1 2025.
  • 201 funds tracked by Wall St. Rank held Direxion Daily Semiconductor Bull 3X ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.