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

Spire Wealth Management’s Portfolio UPRO Stock Details UPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256K Sell
1,805
-452
-20% -$59.8K 0.01% 715
2026
Q1 		$219K Buy
2,257
+250
+12% +$28.3K 0.01% 747
2025
Q4 		$232K Sell
2,007
-198
-9% -$22.6K 0.01% 760
2025
Q3 		$246K Buy
2,205
+1,104
+100% +$111K 0.01% 728
2025
Q2 		$101K Buy
+1,101
New +$81.7K ﹤0.01% 967
2025
Q1 		– Sell
-2,005
Closed -$178K – 2579
2024
Q4 		$178K Sell
2,005
-296
-13% -$27.1K 0.01% 855
2024
Q3 		$198K Sell
2,301
-1,652
-42% -$130K 0.01% 728
2024
Q2 		$304K Buy
3,953
+950
+32% +$65.9K 0.01% 612
2024
Q1 		$212K Sell
3,003
-302
-9% -$18.7K ﹤0.01% 752
2023
Q4 		$187K Sell
3,305
-1,219
-27% -$55.8K 0.01% 781
2023
Q3 		$186K Buy
4,524
+2,202
+95% +$104K 0.01% 734
2023
Q2 		$110K Sell
2,322
-332
-13% -$13.6K ﹤0.01% 942
2023
Q1 		$102K Buy
2,654
+338
+15% +$12.3K ﹤0.01% 964
2022
Q4 		$76K Buy
2,316
+5
+0.2% +$171 ﹤0.01% 838
2022
Q3 		$66K Hold
2,311
– – ﹤0.01% 857
2022
Q2 		$81K Sell
2,311
-1,549
-40% -$72.3K ﹤0.01% 1109
2022
Q1 		$246K Sell
3,860
-1,288
-25% -$79.9K 0.01% 802
2021
Q4 		$393K Buy
5,148
+30
+0.6% +$2.08K 0.01% 787
2021
Q3 		$291K Buy
5,118
+2,410
+89% +$149K 0.01% 767
2021
Q2 		$154K Buy
2,708
+336
+14% +$17.6K ﹤0.01% 1033
2021
Q1 		$107K Buy
+2,372
New +$99.1K ﹤0.01% 1375

Other funds holding UPRO

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Spire Wealth Management reduced its ProShares UltraPro S&P 500 (UPRO) stake by 20% in Q2 2026, selling an estimated $59.8K and leaving 1,805 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #715.

Spire Wealth Management first reported a position in UPRO in Q1 2021 and has held it in 21 quarters since. The position peaked at $393K in Q4 2021. 23 funds tracked by Wall St. Rank hold UPRO as of Q2 2026.

  • Spire Wealth Management held 1,805 shares of ProShares UltraPro S&P 500 worth $256K as of Q2 2026.
  • Spire Wealth Management sold 452 ProShares UltraPro S&P 500 shares in Q2 2026, an estimated $59.8K.
  • ProShares UltraPro S&P 500 made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #715 holding.
  • Spire Wealth Management first reported a position in ProShares UltraPro S&P 500 in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's ProShares UltraPro S&P 500 position peaked at $393K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held ProShares UltraPro S&P 500 as of Q2 2026.

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