Spire Wealth Management’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Spire Wealth Management’s Portfolio SPXU Stock Details SPXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1	Closed	-$1K	–	2395
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	2138
2022 Q2	$1K	Buy	+1	New	+$344	﹤0.01%	2577
2021 Q2	–	Sell	-3	Closed	-$1K	–	2937
2021 Q1	$1K	Buy	+3	New	+$1.59K	﹤0.01%	2954

Other funds holding SPXU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

Spire Wealth Management sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q4 2022, closing a stake of 1 share — an estimated $1K sold.

Spire Wealth Management first reported a position in SPXU in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 67 funds tracked by Wall St. Rank hold SPXU as of Q4 2022.

Spire Wealth Management reported no remaining ProShares UltraPro Short S&P 500 position as of Q4 2022 after selling out during the quarter.
Spire Wealth Management sold 1 ProShares UltraPro Short S&P 500 share in Q4 2022, an estimated $1K.
Spire Wealth Management first reported a position in ProShares UltraPro Short S&P 500 in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's ProShares UltraPro Short S&P 500 position peaked at $1K in Q3 2022.
67 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q4 2022.

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