Spire Wealth Management’s United States Oil Fund USO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,155	Closed	-$147K	–	2375
2026 Q1	$147K	Buy	+1,155	New	+$102K	0.01%	872
2025 Q3	–	Sell	-20	Closed	-$1.46K	–	2492
2025 Q2	$1.46K	Buy	+20	New	+$1.4K	﹤0.01%	2228
2024 Q2	–	Sell	-97	Closed	-$7.64K	–	2392
2024 Q1	$7.64K	Hold	97	–	–	﹤0.01%	1794
2023 Q4	$6.68K	Sell	97 -40	-29%	-$2.9K	﹤0.01%	1877
2023 Q3	$11.1K	Hold	137	–	–	﹤0.01%	1701
2023 Q2	$8.71K	Sell	137 -31	-18%	-$2.02K	﹤0.01%	1854
2023 Q1	$11.2K	Buy	168 +43	+34%	+$2.87K	﹤0.01%	1804
2022 Q4	$9K	Buy	+125	New	+$8.74K	﹤0.01%	1678
2022 Q3	–	Sell	-12	Closed	-$1K	–	2602
2022 Q2	$1K	Sell	12 -12	-50%	-$973	﹤0.01%	2589
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	2424
2021 Q4	$1K	Sell	24 -400	-94%	-$21.8K	﹤0.01%	2895
2021 Q3	$22K	Sell	424 -709	-63%	-$34.7K	﹤0.01%	1823
2021 Q2	$57K	Sell	1,133 -1,578	-58%	-$71.2K	﹤0.01%	1430
2021 Q1	$110K	Buy	+2,711	New	+$106K	﹤0.01%	1364

Other funds holding USO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

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

Spire Wealth Management sold out of United States Oil Fund (USO) in Q2 2026, closing a stake of 1,155 shares — an estimated $147K sold.

Spire Wealth Management first reported a position in USO in Q1 2021 and held it in 14 quarters. The position peaked at $147K in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

Spire Wealth Management reported no remaining United States Oil Fund position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 1,155 United States Oil Fund shares in Q2 2026, an estimated $147K.
Spire Wealth Management first reported a position in United States Oil Fund in Q1 2021 and held it in 14 quarters.
Spire Wealth Management's United States Oil Fund position peaked at $147K in Q1 2026.
172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

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