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

Avior 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 		– Sell
-27,098
Closed -$279K – 733
2025
Q2 		$279K Buy
+27,098
New +$305K 0.01% 587
2025
Q1 		– Sell
-352
Closed -$3.88K – 2092
2024
Q4 		$3.88K Buy
+352
New +$3.87K ﹤0.01% 1947
2020
Q2 		– Sell
-773
Closed -$21K – 985
2020
Q1 		$21K Buy
+773
New +$19.9K ﹤0.01% 513

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Avior Wealth Management sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q3 2025, closing a stake of 27,098 shares — an estimated $279K sold.

Avior Wealth Management first reported a position in SPDN in Q1 2020 and held it in 3 quarters. The position peaked at $279K in Q2 2025. 43 funds tracked by Wall St. Rank hold SPDN as of Q3 2025.

  • Avior Wealth Management reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q3 2025 after selling out during the quarter.
  • Avior Wealth Management sold 27,098 Direxion Daily S&P 500 Bear 1X ETF shares in Q3 2025, an estimated $279K.
  • Avior Wealth Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2020 and held it in 3 quarters.
  • Avior Wealth Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $279K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q3 2025.

Based on Avior Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.