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Advisor Group’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Advisor Group’s Portfolio SPXL Stock Details SPXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$73K Sell
1,112
-57
-5% -$3.3K ﹤0.01% 3165
2019
Q3 		$61K Sell
1,169
-21
-2% -$1.09K ﹤0.01% 3245
2019
Q2 		$62K Sell
1,190
-342
-22% -$16.7K ﹤0.01% 3219
2019
Q1 		$72K Sell
1,532
-1,329
-46% -$55.4K ﹤0.01% 3120
2018
Q4 		$94K Sell
2,861
-725
-20% -$30.9K ﹤0.01% 2704
2018
Q3 		$195K Buy
3,586
+1,069
+42% +$54.5K ﹤0.01% 2183
2018
Q2 		$112K Sell
2,517
-493
-16% -$21.6K ﹤0.01% 2444
2018
Q1 		$124K Sell
3,010
-589
-16% -$27.4K ﹤0.01% 2379
2017
Q4 		$159K Sell
3,599
-2,059
-36% -$86.5K ﹤0.01% 2188
2017
Q3 		$216K Sell
5,658
-116
-2% -$4.18K ﹤0.01% 1796
2017
Q2 		$197K Sell
5,774
-226
-4% -$7.47K ﹤0.01% 1807
2017
Q1 		$189K Sell
6,000
-372
-6% -$11.2K ﹤0.01% 1713
2016
Q4 		$172K Buy
6,372
+1,812
+40% +$45.2K ﹤0.01% 1667
2016
Q3 		$110K Sell
4,560
-372
-8% -$8.97K ﹤0.01% 1935
2016
Q2 		$108K Buy
+4,932
New +$106K ﹤0.01% 1881

Other funds holding SPXL

WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Group's SPXL Position: Q4 2019 in Review

Advisor Group reduced its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 4.9% in Q4 2019, selling an estimated $3.3K and leaving 1,112 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #3165.

Advisor Group first reported a position in SPXL in Q2 2016 and has held it in 15 quarters since. The position peaked at $216K in Q3 2017. 53 funds tracked by Wall St. Rank hold SPXL as of Q4 2019.

  • Advisor Group held 1,112 shares of Direxion Daily S&P 500 Bull 3x ETF worth $73K as of Q4 2019.
  • Advisor Group sold 57 Direxion Daily S&P 500 Bull 3x ETF shares in Q4 2019, an estimated $3.3K.
  • Direxion Daily S&P 500 Bull 3x ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3165 holding.
  • Advisor Group first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Direxion Daily S&P 500 Bull 3x ETF position peaked at $216K in Q3 2017.
  • 53 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.