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 Q3	$941K	Buy	111,047 +30,835	+38%	+$264K	0.65%	45
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

Robinson Value Management San Antonio, Texas $183M AUM 16.72% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Wise Wealth Partners Phoenix, Arizona $54.6M AUM 9.99% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

4Wealth Advisors's SPDN Position: Q3 2026 in Review

4Wealth Advisors increased its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 38% in Q3 2026, buying an estimated $264K and bringing the position to 111,047 shares worth $941K. The position accounts for 0.65% of the portfolio, ranked #45.

4Wealth Advisors first reported a position in SPDN in Q1 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold SPDN as of Q3 2026.

4Wealth Advisors held 111,047 shares of Direxion Daily S&P 500 Bear 1X ETF worth $941K as of Q3 2026.
4Wealth Advisors bought 30,835 Direxion Daily S&P 500 Bear 1X ETF shares in Q3 2026, an estimated $264K.
Direxion Daily S&P 500 Bear 1X ETF made up 0.65% of 4Wealth Advisors's portfolio in Q3 2026, its #45 holding.
4Wealth Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2025 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.