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

AllSquare Wealth 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
2025 Q3	$961	Hold	100	–	–	﹤0.01%	488
2025 Q2	$1.03K	Hold	100	–	–	﹤0.01%	487
2025 Q1	$1.16K	Hold	100	–	–	﹤0.01%	483
2024 Q4	$1.1K	Hold	100	–	–	﹤0.01%	479
2024 Q3	$1.12K	Hold	100	–	–	﹤0.01%	484
2024 Q2	$1.18K	Hold	100	–	–	﹤0.01%	483
2024 Q1	$1.22K	Sell	100 -3,000	-97%	-$38.5K	﹤0.01%	482
2023 Q4	$41.2K	Hold	3,100	–	–	0.03%	228
2023 Q3	$46K	Hold	3,100	–	–	0.03%	204
2023 Q2	$47.4K	Hold	3,100	–	–	0.03%	212
2023 Q1	$48K	Hold	3,100	–	–	0.03%	212
2022 Q4	$51.2K	Hold	3,100	–	–	0.04%	195
2022 Q3	$55K	Hold	3,100	–	–	0.04%	179
2022 Q2	$53K	Hold	3,100	–	–	0.04%	186
2022 Q1	$45K	Hold	3,100	–	–	0.03%	238
2021 Q4	$44K	Hold	3,100	–	–	0.03%	234
2021 Q3	$49K	Hold	3,100	–	–	0.03%	227
2021 Q2	$49K	Hold	3,100	–	–	0.03%	237
2021 Q1	$53K	Hold	3,100	–	–	0.03%	222
2020 Q4	$57K	Hold	3,100	–	–	0.04%	190
2020 Q3	$65K	Sell	3,100 -10,394	-77%	-$221K	0.05%	165
2020 Q2	$308K	Sell	13,494 -771	-5%	-$18.9K	0.23%	55
2020 Q1	$402K	Buy	+14,265	New	+$367K	0.35%	42

Other funds holding SPDN

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

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

OPOWM

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

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

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

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

AWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AllSquare Wealth Management's SPDN Position: Q3 2025 in Review

AllSquare Wealth Management held its Direxion Daily S&P 500 Bear 1X ETF (SPDN) position steady in Q3 2025 at 100 shares worth $961. The position accounts for ﹤0.01% of the portfolio, ranked #488.

AllSquare Wealth Management first reported a position in SPDN in Q1 2020 and has held it in 23 quarters since. The position peaked at $402K in Q1 2020. 43 funds tracked by Wall St. Rank hold SPDN as of Q3 2025.

AllSquare Wealth Management held 100 shares of Direxion Daily S&P 500 Bear 1X ETF worth $961 as of Q3 2025.
AllSquare Wealth Management left its Direxion Daily S&P 500 Bear 1X ETF share count unchanged in Q3 2025.
Direxion Daily S&P 500 Bear 1X ETF made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #488 holding.
AllSquare Wealth Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2020 and has held it in 23 quarters since.
AllSquare Wealth Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $402K in Q1 2020.
43 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.