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Spire Wealth Management’s ProShares UltraShort Real Estate SRS Stock Holding History

Spire Wealth Management’s Portfolio SRS Stock Details SRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-63
Closed -$5K – 2396
2022
Q3 		$5K Buy
+63
New +$4.05K ﹤0.01% 1759

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SLF
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

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

Spire Wealth Management sold out of ProShares UltraShort Real Estate (SRS) in Q4 2022, closing a stake of 63 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in SRS in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 16 funds tracked by Wall St. Rank hold SRS as of Q4 2022.

  • Spire Wealth Management reported no remaining ProShares UltraShort Real Estate position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 63 ProShares UltraShort Real Estate shares in Q4 2022, an estimated $5K.
  • Spire Wealth Management first reported a position in ProShares UltraShort Real Estate in Q3 2022 and held it in 1 quarter.
  • Spire Wealth Management's ProShares UltraShort Real Estate position peaked at $5K in Q3 2022.
  • 16 funds tracked by Wall St. Rank held ProShares UltraShort Real Estate as of Q4 2022.

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