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Beacon Pointe Advisors’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Beacon Pointe Advisors’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
Q4 		– Sell
-14,800
Closed -$142K – 1563
2025
Q3 		$142K Sell
14,800
-25,850
-64% -$259K ﹤0.01% 1345
2025
Q2 		$419K Sell
40,650
-48,000
-54% -$540K ﹤0.01% 936
2025
Q1 		$1.03M Sell
88,650
-20,450
-19% -$226K 0.01% 631
2024
Q4 		$1.2M Sell
109,100
-44,000
-29% -$484K 0.01% 592
2024
Q3 		$1.71M Sell
153,100
-17,700
-10% -$207K 0.02% 500
2024
Q2 		$2.01M Buy
170,800
+9,550
+6% +$117K 0.02% 476
2024
Q1 		$1.96M Sell
161,250
-400
-0.2% -$5.13K 0.02% 499
2023
Q4 		$2.15M Buy
161,650
+70,350
+77% +$1.01M 0.03% 466
2023
Q3 		$1.35M Buy
+91,300
New +$1.31M 0.02% 549
2023
Q2 		– Sell
-91,300
Closed -$1.41M – 1180
2023
Q1 		$1.41M Buy
+91,300
New +$1.45M 0.02% 467
2022
Q1 		– Sell
-10,000
Closed -$141K – 1233
2021
Q4 		$141K Sell
10,000
-4,000
-29% -$58.5K ﹤0.01% 898
2021
Q3 		$220K Hold
14,000
– – 0.01% 822
2021
Q2 		$221K Buy
+14,000
New +$228K 0.01% 761

Other funds holding SPDN

RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Beacon Pointe Advisors's SPDN Position: Q4 2025 in Review

Beacon Pointe Advisors sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q4 2025, closing a stake of 14,800 shares — an estimated $142K sold.

Beacon Pointe Advisors first reported a position in SPDN in Q2 2021 and held it in 13 quarters. The position peaked at $2.15M in Q4 2023. 46 funds tracked by Wall St. Rank hold SPDN as of Q4 2025.

  • Beacon Pointe Advisors reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 14,800 Direxion Daily S&P 500 Bear 1X ETF shares in Q4 2025, an estimated $142K.
  • Beacon Pointe Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q2 2021 and held it in 13 quarters.
  • Beacon Pointe Advisors's Direxion Daily S&P 500 Bear 1X ETF position peaked at $2.15M in Q4 2023.
  • 46 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q4 2025.

Based on Beacon Pointe Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.