Spire Wealth Management LABU DIREXION SHS ETF TR

Ownership history in Spire Wealth Management  ·  15 quarters on record

AI Ownership Summary

Spire Wealth Management reported DIREXION SHS ETF TR (LABU) in 15 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows LABU at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LABU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in DIREXION SHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LABU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Spire Wealth Management held LABU — position size vs. price
% of Fund (quarterly)    LABU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,109 -2 -0.2% 0.01% $184K 2026-04-22 $204.13
2025 Q4 ADDED 1,111 +3 +0.3% 0.01% $177K 2026-01-14 $176.71
2025 Q3 ADDED 1,108 +2 +0.2% 0.00% $104K 2025-10-23 $113.81
2025 Q2 ADDED 1,106 +350 +46.3% 0.00% $63K 2025-08-04 $63.05
2025 Q1 ADDED 756 +4 +0.5% 0.00% $46K 2025-04-23 $52.24
2024 Q4 REDUCED 94.7% -32.2% 752 -13,561 -94.7% 0.00% $68K 2025-01-24 $94.23
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Spire Wealth Management and LABU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spire Wealth Management reported owning LABU?

Spire Wealth Management reported LABU across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported LABU position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for LABU was 0.01% in 2026 Q1.

What is the latest reported LABU position on this page?

The most recent filing on this page is 2026 Q1, when Spire Wealth Management reported 1,109 shares, equal to 0.01% of portfolio, with an estimated market value of $184K.

What does the chart on this LABU ownership page compare?

The chart compares Spire Wealth Management's quarterly LABU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Spire Wealth Management time their LABU position?

Based on 13F filing dates vs. subsequent LABU price moves, Spire Wealth Management correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on LABU relative to SPY over the holding period was -48.1%.

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