Spire Wealth Management’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-58	Closed	-$1.97K	–	2557
2025 Q1	$1.97K	Hold	58	–	–	﹤0.01%	2283
2024 Q4	$2.14K	Buy	58 +1	+2%	+$34	﹤0.01%	2240
2024 Q3	$1.7K	Buy	57 +1	+2%	+$31	﹤0.01%	2029
2024 Q2	$1.94K	Hold	56	–	–	﹤0.01%	2013
2024 Q1	$1.85K	Hold	56	–	–	﹤0.01%	2114
2023 Q4	$1.86K	Buy	56 +1	+2%	+$38	﹤0.01%	2156
2023 Q3	$2.14K	Buy	55 +1	+2%	+$34	﹤0.01%	2125
2023 Q2	$1.59K	Hold	54	–	–	﹤0.01%	2232
2023 Q1	$1.5K	Buy	54 +1	+2%	+$29	﹤0.01%	2319
2022 Q4	$2K	Sell	53 -559	-91%	-$18.2K	﹤0.01%	2107
2022 Q3	$19K	Sell	612 -630	-51%	-$16.9K	﹤0.01%	1359
2022 Q2	$32K	Buy	1,242 +1,128	+989%	+$28.7K	﹤0.01%	1483
2022 Q1	$2K	Hold	114	–	–	﹤0.01%	2421
2021 Q4	$2K	Hold	114	–	–	﹤0.01%	2803
2021 Q3	$2K	Hold	114	–	–	﹤0.01%	2487
2021 Q2	$2K	Sell	114 -8,846	-99%	-$180K	﹤0.01%	2501
2021 Q1	$195K	Buy	+8,960	New	+$174K	0.01%	1079

Other funds holding TBT

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Spire Wealth Management's TBT Position: Q2 2025 in Review

Spire Wealth Management sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q2 2025, closing a stake of 58 shares — an estimated $1.97K sold.

Spire Wealth Management first reported a position in TBT in Q1 2021 and held it in 17 quarters. The position peaked at $195K in Q1 2021. 58 funds tracked by Wall St. Rank hold TBT as of Q2 2025.

Spire Wealth Management reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 58 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q2 2025, an estimated $1.97K.
Spire Wealth Management first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q1 2021 and held it in 17 quarters.
Spire Wealth Management's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $195K in Q1 2021.
58 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.