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

Allium Financial 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
2025
Q3 		– Sell
-10,716
Closed -$110K – 92
2025
Q2 		$110K Hold
10,716
– – 0.1% 87
2025
Q1 		$124K Buy
+10,716
New +$119K 0.11% 83

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Allium Financial Advisors's SPDN Position: Q3 2025 in Review

Allium Financial Advisors sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q3 2025, closing a stake of 10,716 shares — an estimated $110K sold.

Allium Financial Advisors first reported a position in SPDN in Q1 2025 and held it in 2 quarters. The position peaked at $124K in Q1 2025. 43 funds tracked by Wall St. Rank hold SPDN as of Q3 2025.

  • Allium Financial Advisors reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q3 2025 after selling out during the quarter.
  • Allium Financial Advisors sold 10,716 Direxion Daily S&P 500 Bear 1X ETF shares in Q3 2025, an estimated $110K.
  • Allium Financial Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2025 and held it in 2 quarters.
  • Allium Financial Advisors's Direxion Daily S&P 500 Bear 1X ETF position peaked at $124K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q3 2025.

Based on Allium Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.