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 Q2	$2.64M	Buy	304,253 +84,608	+39%	+$759K	0.04%	344
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 $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

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

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Axxcess Wealth Management's SPDN Position: Q2 2026 in Review

Axxcess Wealth Management increased its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 39% in Q2 2026, buying an estimated $759K and bringing the position to 304,253 shares worth $2.64M. The position accounts for 0.04% of the portfolio, ranked #344.

Axxcess Wealth Management first reported a position in SPDN in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold SPDN as of Q2 2026.

Axxcess Wealth Management held 304,253 shares of Direxion Daily S&P 500 Bear 1X ETF worth $2.64M as of Q2 2026.
Axxcess Wealth Management bought 84,608 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2026, an estimated $759K.
Direxion Daily S&P 500 Bear 1X ETF made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #344 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 7 quarters since.
56 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.