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

Bison Wealth’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
2024
Q4 		$4.24M Buy
+384,703
New +$4.23M 0.93% 24
2024
Q3 		– Sell
-107,249
Closed -$1.31M – 477
2024
Q2 		$1.31M Hold
107,249
– – 0.21% 116
2024
Q1 		$1.31M Sell
107,249
-23,253
-18% -$298K 0.21% 116
2023
Q4 		$1.73M Buy
130,502
+116,217
+814% +$1.67M 0.31% 85
2023
Q3 		$212K Buy
+14,285
New +$205K 0.04% 360

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Bison Wealth's SPDN Position: Q4 2024 in Review

Bison Wealth opened a new position in Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q4 2024: 384,703 shares worth $4.24M. The stake represents 0.93% of the portfolio and ranks #24 among its holdings. This is a return to the name: Bison Wealth previously reported a position in SPDN as recently as Q2 2024.

Bison Wealth first reported a position in SPDN in Q3 2023 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold SPDN as of Q4 2024.

  • Bison Wealth held 384,703 shares of Direxion Daily S&P 500 Bear 1X ETF worth $4.24M as of Q4 2024.
  • Direxion Daily S&P 500 Bear 1X ETF was a new Bison Wealth position in Q4 2024.
  • Direxion Daily S&P 500 Bear 1X ETF made up 0.93% of Bison Wealth's portfolio in Q4 2024, its #24 holding.
  • Bison Wealth first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q3 2023 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.