AWM
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Altium Wealth Management’s Direxion Daily S&P 500 Bear 3x ETF SPXS Stock Holding History

Altium Wealth Management’s Portfolio SPXS Stock Details SPXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-161
Closed -$92K – 361
2020
Q3 		$92K Hold
161
– – 0.01% 326
2020
Q2 		$125K Buy
161
+16
+11% +$16.1K 0.01% 312
2020
Q1 		$231K Sell
145
-1
-0.7% -$1.49K 0.03% 271
2019
Q4 		$193K Buy
146
+16
+12% +$24.7K 0.02% 271
2019
Q3 		$222K Buy
130
+5
+4% +$8.91K 0.03% 254
2019
Q2 		$229K Buy
125
+1
+0.8% +$1.98K 0.03% 242
2019
Q1 		$258K Buy
124
+34
+38% +$81.5K 0.04% 227
2018
Q4 		$277K Sell
90
-16
-15% -$42.1K 0.05% 218
2018
Q3 		$226K Hold
106
– – 0.04% 258
2018
Q2 		$279K Hold
106
– – 0.07% 194
2018
Q1 		$311K Buy
106
+15
+16% +$41.4K 0.12% 120
2017
Q4 		$271K Buy
+91
New +$299K 0.12% 131

Other funds holding SPXS

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
LSA
Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return

Altium Wealth Management's SPXS Position: Q4 2020 in Review

Altium Wealth Management sold out of Direxion Daily S&P 500 Bear 3x ETF (SPXS) in Q4 2020, closing a stake of 161 shares — an estimated $92K sold.

Altium Wealth Management first reported a position in SPXS in Q4 2017 and held it in 12 quarters. The position peaked at $311K in Q1 2018. 44 funds tracked by Wall St. Rank hold SPXS as of Q4 2020.

  • Altium Wealth Management reported no remaining Direxion Daily S&P 500 Bear 3x ETF position as of Q4 2020 after selling out during the quarter.
  • Altium Wealth Management sold 161 Direxion Daily S&P 500 Bear 3x ETF shares in Q4 2020, an estimated $92K.
  • Altium Wealth Management first reported a position in Direxion Daily S&P 500 Bear 3x ETF in Q4 2017 and held it in 12 quarters.
  • Altium Wealth Management's Direxion Daily S&P 500 Bear 3x ETF position peaked at $311K in Q1 2018.
  • 44 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 3x ETF as of Q4 2020.

Based on Altium Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.