A.D. Beadell Investment Counsel’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

A.D. Beadell Investment Counsel’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	$173K	Hold	20,000	–	–	0.11%	102
2026 Q1	$199K	Buy	20,000 +7,500	+60%	+$71.5K	0.13%	97
2025 Q4	$117K	Buy	+12,500	New	+$119K	0.08%	98
2023 Q1	–	Sell	-50,901	Closed	-$840K	–	70
2022 Q4	$840K	Hold	50,901	–	–	0.73%	47
2022 Q3	$910K	Buy	+50,901	New	+$825K	0.82%	43
2022 Q2	–	Sell	-351,900	Closed	-$5.12M	–	88
2022 Q1	$5.12M	Buy	+351,900	New	+$5.25M	3.39%	3

Other funds holding SPDN

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

RVM

Robinson Value Management San Antonio, Texas $187M AUM 26.16% 1-Year Est. Return

OPOWM

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

A.D. Beadell Investment Counsel's SPDN Position: Q2 2026 in Review

A.D. Beadell Investment Counsel held its Direxion Daily S&P 500 Bear 1X ETF (SPDN) position steady in Q2 2026 at 20,000 shares worth $173K. The position accounts for 0.11% of the portfolio, ranked #102.

A.D. Beadell Investment Counsel first reported a position in SPDN in Q1 2022 and has held it in 6 quarters since. The position peaked at $5.12M in Q1 2022. 56 funds tracked by Wall St. Rank hold SPDN as of Q2 2026.

A.D. Beadell Investment Counsel held 20,000 shares of Direxion Daily S&P 500 Bear 1X ETF worth $173K as of Q2 2026.
A.D. Beadell Investment Counsel left its Direxion Daily S&P 500 Bear 1X ETF share count unchanged in Q2 2026.
Direxion Daily S&P 500 Bear 1X ETF made up 0.11% of A.D. Beadell Investment Counsel's portfolio in Q2 2026, its #102 holding.
A.D. Beadell Investment Counsel first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2022 and has held it in 6 quarters since.
A.D. Beadell Investment Counsel's Direxion Daily S&P 500 Bear 1X ETF position peaked at $5.12M in Q1 2022.
56 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2026.

Based on A.D. Beadell Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.