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Blueprint Investment Partners’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Blueprint Investment Partners’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 		– Sell
-58,005
Closed -$1.04M – 251
2022
Q3 		$1.04M Sell
58,005
-8,000
-12% -$130K 0.28% 57
2022
Q2 		$1.13M Buy
+66,005
New +$1.05M 0.3% 57

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

Blueprint Investment Partners's SPDN Position: Q4 2022 in Review

Blueprint Investment Partners sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q4 2022, closing a stake of 58,005 shares — an estimated $1.04M sold.

Blueprint Investment Partners first reported a position in SPDN in Q2 2022 and held it in 2 quarters. The position peaked at $1.13M in Q2 2022. 72 funds tracked by Wall St. Rank hold SPDN as of Q4 2022.

  • Blueprint Investment Partners reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q4 2022 after selling out during the quarter.
  • Blueprint Investment Partners sold 58,005 Direxion Daily S&P 500 Bear 1X ETF shares in Q4 2022, an estimated $1.04M.
  • Blueprint Investment Partners first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q2 2022 and held it in 2 quarters.
  • Blueprint Investment Partners's Direxion Daily S&P 500 Bear 1X ETF position peaked at $1.13M in Q2 2022.
  • 72 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q4 2022.

Based on Blueprint Investment Partners's 13F filing for Q4 2022, filed 14 Feb 2023.