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

Belpointe Asset 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 		$200K Sell
20,110
-435
-2% -$4.15K 0.01% 1029
2025
Q4 		$194K Sell
20,545
-271,671
-93% -$2.59M 0.01% 978
2025
Q3 		$2.81M Sell
292,216
-1,966
-0.7% -$19.7K 0.11% 164
2025
Q2 		$3.03M Buy
294,182
+37,636
+15% +$424K 0.13% 146
2025
Q1 		$2.97M Buy
256,546
+80,712
+46% +$893K 0.15% 124
2024
Q4 		$2.03M Sell
175,834
-2,189
-1% -$24.1K 0.12% 167
2024
Q3 		$1.99M Buy
178,023
+34,504
+24% +$403K 0.12% 171
2024
Q2 		$1.69M Buy
143,519
+3,724
+3% +$45.8K 0.12% 170
2024
Q1 		$1.7M Sell
139,795
-482,190
-78% -$6.18M 0.13% 153
2023
Q4 		$8.27M Sell
621,985
-48,146
-7% -$690K 0.73% 21
2023
Q3 		$9.94M Buy
670,131
+22,983
+4% +$330K 1.03% 13
2023
Q2 		$9.23M Sell
647,148
-287,995
-31% -$4.38M 0.98% 15
2023
Q1 		$14.5M Buy
935,143
+209,137
+29% +$3.33M 0.78% 13
2022
Q4 		$12M Buy
726,006
+62,292
+9% +$1.03M 0.72% 16
2022
Q3 		$11.9M Buy
663,714
+421,713
+174% +$6.83M 0.8% 14
2022
Q2 		$4.12M Buy
242,001
+5,121
+2% +$81.7K 0.28% 69
2022
Q1 		$3.45M Buy
+236,880
New +$3.53M 0.21% 90

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
RW
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 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
LPL Financial
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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Belpointe Asset Management's SPDN Position: Q1 2026 in Review

Belpointe Asset Management reduced its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 2.1% in Q1 2026, selling an estimated $4.15K and leaving 20,110 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #1029.

Belpointe Asset Management first reported a position in SPDN in Q1 2022 and has held it in 17 quarters since. The position peaked at $14.5M in Q1 2023. 52 funds tracked by Wall St. Rank hold SPDN as of Q1 2026.

  • Belpointe Asset Management held 20,110 shares of Direxion Daily S&P 500 Bear 1X ETF worth $200K as of Q1 2026.
  • Belpointe Asset Management sold 435 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2026, an estimated $4.15K.
  • Direxion Daily S&P 500 Bear 1X ETF made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #1029 holding.
  • Belpointe Asset Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2022 and has held it in 17 quarters since.
  • Belpointe Asset Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $14.5M in Q1 2023.
  • 52 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.