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 Q2	$258K	Hold	29,790	–	–	0.01%	340
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 $995M AUM 44.2% 1-Year Est. Return

RVM

Robinson Value Management San Antonio, Texas $187M AUM 26.16% 1-Year Est. Return

OPOWM

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

WWP

Wise Wealth Partners Phoenix, Arizona $58.8M AUM 18.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Aspiriant LLC's SPDN Position: Q2 2026 in Review

Aspiriant LLC held its Direxion Daily S&P 500 Bear 1X ETF (SPDN) position steady in Q2 2026 at 29,790 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #340.

Aspiriant LLC first reported a position in SPDN in Q2 2024 and has held it in 9 quarters since. The position peaked at $351K in Q2 2024. 56 funds tracked by Wall St. Rank hold SPDN as of Q2 2026.

Aspiriant LLC held 29,790 shares of Direxion Daily S&P 500 Bear 1X ETF worth $258K as of Q2 2026.
Aspiriant LLC left its Direxion Daily S&P 500 Bear 1X ETF share count unchanged in Q2 2026.
Direxion Daily S&P 500 Bear 1X ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #340 holding.
Aspiriant LLC first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q2 2024 and has held it in 9 quarters since.
Aspiriant LLC's Direxion Daily S&P 500 Bear 1X ETF position peaked at $351K in Q2 2024.
56 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.