Barrett & Company’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Barrett & Company’s Portfolio SPXL Stock Details SPXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-123	Closed	-$21.4K	–	656
2025 Q2	$21.4K	Hold	123	–	–	0.01%	405
2025 Q1	$17.3K	Hold	123	–	–	0.01%	394
2024 Q4	$20.7K	Hold	123	–	–	0.01%	364
2024 Q3	$20.1K	Buy	123 +1	+0.8%	+$149	0.01%	360
2024 Q2	$17.9K	Sell	122 -4,246	-97%	-$559K	0.01%	383
2024 Q1	$214K	Buy	4,368 +4,246	+3,480%	+$499K	0.1%	129
2023 Q4	$12.7K	Hold	122	–	–	0.01%	394
2023 Q3	$9.5K	Buy	122 +1	+0.8%	+$89	0.01%	423
2023 Q2	$10.9K	Hold	121	–	–	0.01%	404
2023 Q1	$8.84K	Buy	121 +1	+0.8%	+$69	0.01%	394
2022 Q4	$7.48K	Hold	120	–	–	﹤0.01%	408
2022 Q3	$7.48K	Buy	+120	New	+$9.06K	﹤0.01%	408

Other funds holding SPXL

PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $168M AUM 27.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $247M AUM 16.55% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Optiver Holding

Optiver Holding Amsterdam, Netherlands $2.64B AUM 33.63% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $1.68B AUM 39.15% 1-Year Est. Return