4Wealth Advisors’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

4Wealth Advisors’s Portfolio SPDN Stock Details SPDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$701K	Sell	80,212 -534	-0.7%	-$4.79K	0.54%	60
2026 Q1	$826K	Buy	80,746 +36,077	+81%	+$344K	0.71%	42
2025 Q4	$421K	Buy	+44,669	New	+$426K	0.36%	89
2025 Q2	–	Sell	-25,961	Closed	-$301K	–	139
2025 Q1	$301K	Buy	+25,961	New	+$287K	0.33%	104

Other funds holding SPDN

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

WWP

Wise Wealth Partners Phoenix, Arizona $58.8M AUM 18.05% 1-Year Est. Return

CCP

Cushing Capital Partners Delafield, Wisconsin $145M AUM 15.89% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HAM

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

4Wealth Advisors's SPDN Position: Q2 2026 in Review

4Wealth Advisors reduced its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 0.66% in Q2 2026, selling an estimated $4.79K and leaving 80,212 shares worth $701K. The position accounts for 0.54% of the portfolio, ranked #60.

4Wealth Advisors first reported a position in SPDN in Q1 2025 and has held it in 4 quarters since. The position peaked at $826K in Q1 2026. 19 funds tracked by Wall St. Rank hold SPDN as of Q2 2026.

4Wealth Advisors held 80,212 shares of Direxion Daily S&P 500 Bear 1X ETF worth $701K as of Q2 2026.
4Wealth Advisors sold 534 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2026, an estimated $4.79K.
Direxion Daily S&P 500 Bear 1X ETF made up 0.54% of 4Wealth Advisors's portfolio in Q2 2026, its #60 holding.
4Wealth Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2025 and has held it in 4 quarters since.
4Wealth Advisors's Direxion Daily S&P 500 Bear 1X ETF position peaked at $826K in Q1 2026.
19 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.