Spire Wealth Management’s Direxion Work From Home ETF WFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-654	Closed	-$26K	–	2608
2022 Q4	$26K	Sell	654 -1,090	-63%	-$45.8K	﹤0.01%	1265
2022 Q3	$74K	Sell	1,744 -2,147	-55%	-$104K	﹤0.01%	811
2022 Q2	$185K	Sell	3,891 -1,825	-32%	-$98.7K	0.01%	799
2022 Q1	$375K	Sell	5,716 -35	-0.6%	-$2.29K	0.01%	653
2021 Q4	$427K	Sell	5,751 -68	-1%	-$5.16K	0.01%	752
2021 Q3	$431K	Sell	5,819 -973	-14%	-$74.3K	0.01%	641
2021 Q2	$515K	Buy	6,792 +231	+4%	+$16.6K	0.01%	600
2021 Q1	$448K	Buy	+6,561	New	+$460K	0.01%	706

Other funds holding WFH

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spire Wealth Management's WFH Position: Q1 2023 in Review

Spire Wealth Management sold out of Direxion Work From Home ETF (WFH) in Q1 2023, closing a stake of 654 shares — an estimated $26K sold.

Spire Wealth Management first reported a position in WFH in Q1 2021 and held it in 8 quarters. The position peaked at $515K in Q2 2021. 21 funds tracked by Wall St. Rank hold WFH as of Q1 2023.

Spire Wealth Management reported no remaining Direxion Work From Home ETF position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 654 Direxion Work From Home ETF shares in Q1 2023, an estimated $26K.
Spire Wealth Management first reported a position in Direxion Work From Home ETF in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's Direxion Work From Home ETF position peaked at $515K in Q2 2021.
21 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.