Bennicas & Associates’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Bennicas & Associates’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
2022 Q4	$1.53M	Sell	92,400 -1,500	-2%	-$24.9K	0.88%	39
2022 Q3	$1.68M	Sell	93,900 -1,800	-2%	-$29.2K	1.07%	32
2022 Q2	$1.63M	Hold	95,700	–	–	0.95%	38
2022 Q1	$1.39M	Buy	95,700 +13,450	+16%	+$201K	0.7%	50
2021 Q4	$1.16M	Sell	82,250 -68,200	-45%	-$998K	0.6%	56
2021 Q3	$2.36M	Sell	150,450 -7,000	-4%	-$107K	1.33%	22
2021 Q2	$2.49M	Hold	157,450	–	–	1.37%	20
2021 Q1	$2.71M	Buy	157,450 +12,700	+9%	+$226K	1.56%	14
2020 Q4	$2.67M	Buy	+144,750	New	+$2.83M	1.55%	17

Other funds holding SPDN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIA

Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bennicas & Associates's SPDN Position: Q4 2022 in Review

Bennicas & Associates reduced its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 1.6% in Q4 2022, selling an estimated $24.9K and leaving 92,400 shares worth $1.53M. The position accounts for 0.88% of the portfolio, ranked #39.

Bennicas & Associates first reported a position in SPDN in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.71M in Q1 2021. 72 funds tracked by Wall St. Rank hold SPDN as of Q4 2022.

Bennicas & Associates held 92,400 shares of Direxion Daily S&P 500 Bear 1X ETF worth $1.53M as of Q4 2022.
Bennicas & Associates sold 1,500 Direxion Daily S&P 500 Bear 1X ETF shares in Q4 2022, an estimated $24.9K.
Direxion Daily S&P 500 Bear 1X ETF made up 0.88% of Bennicas & Associates's portfolio in Q4 2022, its #39 holding.
Bennicas & Associates first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q4 2020 and has held it in 9 quarters since.
Bennicas & Associates's Direxion Daily S&P 500 Bear 1X ETF position peaked at $2.71M in Q1 2021.
72 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q4 2022.

Based on Bennicas & Associates's 13F filing for Q4 2022, filed 12 Jan 2023.