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Whittier Trust’s ProShares Ultra S&P500 SSO Stock Holding History

Whittier Trust’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
2026
Q2 		$106K Hold
1,550
– – ﹤0.01% 740
2026
Q1 		$82.5K Hold
1,550
– – ﹤0.01% 753
2025
Q4 		$92.3K Hold
1,550
– – ﹤0.01% 745
2025
Q3 		$87.6K Hold
1,550
– – ﹤0.01% 731
2025
Q2 		$75.7K Hold
1,550
– – ﹤0.01% 858
2025
Q1 		$64.2K Hold
1,550
– – ﹤0.01% 882
2024
Q4 		$71.7K Hold
1,550
– – ﹤0.01% 869
2024
Q3 		$69.9K Hold
1,550
– – ﹤0.01% 867
2024
Q2 		$64K Hold
1,550
– – ﹤0.01% 862
2024
Q1 		$60.1K Buy
+1,550
New +$54.8K ﹤0.01% 897

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Whittier Trust's SSO Position: Q2 2026 in Review

Whittier Trust held its ProShares Ultra S&P500 (SSO) position steady in Q2 2026 at 1,550 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Whittier Trust first reported a position in SSO in Q1 2024 and has held it in 10 quarters since. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • Whittier Trust held 1,550 shares of ProShares Ultra S&P500 worth $106K as of Q2 2026.
  • Whittier Trust left its ProShares Ultra S&P500 share count unchanged in Q2 2026.
  • ProShares Ultra S&P500 made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #740 holding.
  • Whittier Trust first reported a position in ProShares Ultra S&P500 in Q1 2024 and has held it in 10 quarters since.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.