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

Axxcess 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
2026 Q1	$2.19M	Buy	219,645 +38,980	+22%	+$372K	0.07%	182
2025 Q4	$1.7M	Sell	180,665 -14,940	-8%	-$143K	0.03%	402
2025 Q3	$1.88M	Buy	195,605 +90,925	+87%	+$911K	0.04%	328
2025 Q2	$1.08M	Sell	104,680 -1,720	-2%	-$19.4K	0.03%	407
2025 Q1	$1.23M	Buy	106,400 +29,415	+38%	+$325K	0.03%	346
2024 Q4	$848K	Buy	+76,985	New	+$847K	0.02%	435

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

JCA

January Capital Advisors San Francisco, California $74.2M AUM

Axxcess Wealth Management's SPDN Position: Q1 2026 in Review

Axxcess Wealth Management increased its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 22% in Q1 2026, buying an estimated $372K and bringing the position to 219,645 shares worth $2.19M. The position accounts for 0.07% of the portfolio, ranked #182.

Axxcess Wealth Management first reported a position in SPDN in Q4 2024 and has held it in 6 quarters since. 52 funds tracked by Wall St. Rank hold SPDN as of Q1 2026.

Axxcess Wealth Management held 219,645 shares of Direxion Daily S&P 500 Bear 1X ETF worth $2.19M as of Q1 2026.
Axxcess Wealth Management bought 38,980 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2026, an estimated $372K.
Direxion Daily S&P 500 Bear 1X ETF made up 0.07% of Axxcess Wealth Management's portfolio in Q1 2026, its #182 holding.
Axxcess Wealth Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q4 2024 and has held it in 6 quarters since.
52 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.