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Spire Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Spire Wealth Management’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.7M Sell
381,985
-37,907
-9% -$2.43M 0.78% 24
2026
Q1 		$21.8M Buy
419,892
+49,539
+13% +$2.83M 0.74% 28
2025
Q4 		$21.5M Buy
370,353
+27,935
+8% +$1.6M 0.72% 28
2025
Q3 		$19.2M Buy
342,418
+17,272
+5% +$901K 0.65% 32
2025
Q2 		$15.9M Buy
325,146
+44,842
+16% +$1.89M 0.57% 38
2025
Q1 		$11.6M Buy
280,304
+34,036
+14% +$1.57M 0.37% 56
2024
Q4 		$11.4M Buy
246,268
+14,278
+6% +$672K 0.35% 60
2024
Q3 		$10.5M Buy
231,990
+41,594
+22% +$1.75M 0.35% 60
2024
Q2 		$7.86M Buy
190,396
+19,886
+12% +$765K 0.28% 79
2024
Q1 		$6.61M Buy
170,510
+19,270
+13% +$682K 0.12% 125
2023
Q4 		$5.04M Buy
151,240
+2,802
+2% +$80.6K 0.17% 140
2023
Q3 		$3.96M Buy
148,438
+12,972
+10% +$377K 0.15% 153
2023
Q2 		$3.94M Buy
135,466
+9,108
+7% +$238K 0.15% 133
2023
Q1 		$3.17M Buy
126,358
+17,128
+16% +$411K 0.12% 154
2022
Q4 		$2.43M Buy
109,230
+3,476
+3% +$78.8K 0.14% 139
2022
Q3 		$2.1M Buy
105,754
+25,206
+31% +$623K 0.13% 133
2022
Q2 		$1.81M Sell
80,548
-676
-0.8% -$18.1K 0.07% 219
2022
Q1 		$4.12M Sell
81,224
-554,632
-87% -$17.8M 0.11% 174
2021
Q4 		$23.5M Sell
635,856
-16,660
-3% -$570K 0.52% 37
2021
Q3 		$19.4M Sell
652,516
-43,552
-6% -$1.38M 0.51% 44
2021
Q2 		$20.9M Buy
696,068
+186,440
+37% +$5.28M 0.57% 37
2021
Q1 		$13.1M Buy
+509,628
New +$12.3M 0.35% 75

Other funds holding SSO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

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

Spire Wealth Management reduced its ProShares Ultra S&P500 (SSO) stake by 9% in Q2 2026, selling an estimated $2.43M and leaving 381,985 shares worth $25.7M. The position accounts for 0.78% of the portfolio, ranked #24.

Spire Wealth Management first reported a position in SSO in Q1 2021 and has held it in 22 quarters since. 40 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Spire Wealth Management held 381,985 shares of ProShares Ultra S&P500 worth $25.7M as of Q2 2026.
  • Spire Wealth Management sold 37,907 ProShares Ultra S&P500 shares in Q2 2026, an estimated $2.43M.
  • ProShares Ultra S&P500 made up 0.78% of Spire Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Spire Wealth Management first reported a position in ProShares Ultra S&P500 in Q1 2021 and has held it in 22 quarters since.
  • 40 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

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