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SVB Wealth’s ProShares Ultra S&P500 SSO Stock Holding History

SVB Wealth’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,602
Closed -$563K – 1477
2025
Q1 		$563K Hold
13,602
– – 0.02% 202
2024
Q4 		$629K Buy
+13,602
New +$641K 0.01% 389
2024
Q3 		– Sell
-13,508
Closed -$558K – 527
2024
Q2 		$558K Hold
13,508
– – 0.01% 412
2024
Q1 		$524K Hold
13,508
– – 0.01% 465
2023
Q4 		$439K Buy
+13,508
New +$388K 0.01% 517

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

SVB Wealth's SSO Position: Q2 2025 in Review

SVB Wealth sold out of ProShares Ultra S&P500 (SSO) in Q2 2025, closing a stake of 13,602 shares — an estimated $563K sold.

SVB Wealth first reported a position in SSO in Q4 2023 and held it in 5 quarters. The position peaked at $629K in Q4 2024. 228 funds tracked by Wall St. Rank hold SSO as of Q2 2025.

  • SVB Wealth reported no remaining ProShares Ultra S&P500 position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 13,602 ProShares Ultra S&P500 shares in Q2 2025, an estimated $563K.
  • SVB Wealth first reported a position in ProShares Ultra S&P500 in Q4 2023 and held it in 5 quarters.
  • SVB Wealth's ProShares Ultra S&P500 position peaked at $629K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.