Allred Capital Management’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Allred Capital Management’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 Q1	$1.85M	Buy	186,144 +61,375	+49%	+$585K	0.67%	38
2025 Q4	$1.18M	Buy	+124,769	New	+$1.19M	0.43%	56
2025 Q2	–	Sell	-78,220	Closed	-$907K	–	164
2025 Q1	$907K	Buy	+78,220	New	+$865K	0.36%	68
2023 Q1	–	Sell	-71,299	Closed	-$1.18M	–	160
2022 Q4	$1.18M	Sell	71,299 -4,409	-6%	-$73.1K	0.65%	34
2022 Q3	$1.35M	Sell	75,708 -1,961	-3%	-$31.8K	0.84%	27
2022 Q2	$1.32M	Buy	77,669 +20,599	+36%	+$328K	0.83%	31
2022 Q1	$830K	Buy	+57,070	New	+$851K	0.44%	58

Other funds holding SPDN

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

OPOWM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Allred Capital Management's SPDN Position: Q1 2026 in Review

Allred Capital Management increased its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 49% in Q1 2026, buying an estimated $585K and bringing the position to 186,144 shares worth $1.85M. The position accounts for 0.67% of the portfolio, ranked #38.

Allred Capital Management first reported a position in SPDN in Q1 2022 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold SPDN as of Q1 2026.

Allred Capital Management held 186,144 shares of Direxion Daily S&P 500 Bear 1X ETF worth $1.85M as of Q1 2026.
Allred Capital Management bought 61,375 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2026, an estimated $585K.
Direxion Daily S&P 500 Bear 1X ETF made up 0.67% of Allred Capital Management's portfolio in Q1 2026, its #38 holding.
Allred Capital Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2022 and has held it in 7 quarters since.
52 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.