SWM
Spire Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
162,573
+22,421
| +16% | +$2.19M | 0.57% | 38 |
|
|
2025
Q1 | $11.6M | Buy |
140,152
+17,018
| +14% | +$1.41M | 0.37% | 56 |
|
|
2024
Q4 | $11.4M | Buy |
123,134
+7,139
| +6% | +$660K | 0.35% | 60 |
|
|
2024
Q3 | $10.5M | Buy |
115,995
+20,797
| +22% | +$1.88M | 0.35% | 60 |
|
|
2024
Q2 | $7.86M | Buy |
95,198
+9,943
| +12% | +$821K | 0.28% | 79 |
|
|
2024
Q1 | $6.61M | Buy |
85,255
+9,635
| +13% | +$747K | 0.12% | 125 |
|
|
2023
Q4 | $5.04M | Buy |
75,620
+1,401
| +2% | +$93.4K | 0.17% | 140 |
|
|
2023
Q3 | $3.96M | Buy |
74,219
+6,486
| +10% | +$346K | 0.15% | 153 |
|
|
2023
Q2 | $3.94M | Buy |
67,733
+4,554
| +7% | +$265K | 0.15% | 133 |
|
|
2023
Q1 | $3.17M | Buy |
63,179
+8,564
| +16% | +$430K | 0.12% | 154 |
|
|
2022
Q4 | $2.43M | Buy |
54,615
+1,738
| +3% | +$77.3K | 0.14% | 139 |
|
|
2022
Q3 | $2.1M | Buy |
52,877
+12,603
| +31% | +$501K | 0.13% | 133 |
|
|
2022
Q2 | $1.81M | Sell |
40,274
-338
| -0.8% | -$15.2K | 0.07% | 219 |
|
|
2022
Q1 | $4.12M | Sell |
40,612
-118,352
| -74% | -$12M | 0.11% | 174 |
|
|
2021
Q4 | $23.5M | Sell |
158,964
-4,165
| -3% | -$617K | 0.52% | 37 |
|
|
2021
Q3 | $19.4M | Sell |
163,129
-10,888
| -6% | -$1.29M | 0.51% | 44 |
|
|
2021
Q2 | $20.9M | Buy |
174,017
+46,610
| +37% | +$5.6M | 0.57% | 37 |
|
|
2021
Q1 | $13.1M | Buy |
+127,407
| New | +$13.1M | 0.35% | 75 |
|