Aspiriant LLC’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Aspiriant LLC’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	$296K	Hold	29,790	–	–	0.01%	277
2025 Q4	$281K	Hold	29,790	–	–	0.01%	285
2025 Q3	$286K	Hold	29,790	–	–	0.01%	257
2025 Q2	$307K	Hold	29,790	–	–	0.01%	249
2025 Q1	$345K	Hold	29,790	–	–	0.01%	222
2024 Q4	$328K	Hold	29,790	–	–	0.01%	229
2024 Q3	$334K	Hold	29,790	–	–	0.01%	221
2024 Q2	$351K	Buy	+29,790	New	+$366K	0.01%	216

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

Aspiriant LLC's SPDN Position: Q1 2026 in Review

Aspiriant LLC held its Direxion Daily S&P 500 Bear 1X ETF (SPDN) position steady in Q1 2026 at 29,790 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #277.

Aspiriant LLC first reported a position in SPDN in Q2 2024 and has held it in 8 quarters since. The position peaked at $351K in Q2 2024. 52 funds tracked by Wall St. Rank hold SPDN as of Q1 2026.

Aspiriant LLC held 29,790 shares of Direxion Daily S&P 500 Bear 1X ETF worth $296K as of Q1 2026.
Aspiriant LLC left its Direxion Daily S&P 500 Bear 1X ETF share count unchanged in Q1 2026.
Direxion Daily S&P 500 Bear 1X ETF made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #277 holding.
Aspiriant LLC first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q2 2024 and has held it in 8 quarters since.
Aspiriant LLC's Direxion Daily S&P 500 Bear 1X ETF position peaked at $351K in Q2 2024.
52 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.