BWA
SPXS icon

Burt Wealth Advisors’s Direxion Daily S&P 500 Bear 3x ETF SPXS Stock Holding History

Burt Wealth Advisors’s Portfolio SPXS Stock Details SPXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3
Closed -$2K – 435
2020
Q2 		$2K Sell
3
-1
-25% -$1.01K ﹤0.01% 346
2020
Q1 		$6K Buy
+4
New +$5.94K ﹤0.01% 304
2019
Q2 		– Sell
-3
Closed -$6K – 367
2019
Q1 		$6K Buy
+3
New +$7.2K ﹤0.01% 297
2017
Q3 		– Sell
-10
Closed -$41K – 401
2017
Q2 		$41K Buy
+10
New +$43K 0.03% 201
2017
Q1 		– Sell
-3
Closed -$54K – 386
2016
Q4 		$54K Sell
3
-8
-73% -$47.4K 0.05% 162
2016
Q3 		$65K Buy
11
+2
+22% +$12.6K 0.07% 139
2016
Q2 		$62K Sell
9
-2
-18% -$14.8K 0.07% 138
2016
Q1 		$85K Buy
11
+9
+450% +$84.5K 0.08% 121
2015
Q4 		$20K Hold
2
– – 0.02% 208
2015
Q3 		$21K Hold
2
– – 0.03% 183
2015
Q2 		$18K Buy
+2
New +$18.2K 0.02% 217
2015
Q1 		– Sell
-1
Closed -$8K – 368
2014
Q4 		$8K Buy
+1
New +$11.4K 0.01% 252

Other funds holding SPXS

HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $465M AUM 46.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Burt Wealth Advisors's SPXS Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Direxion Daily S&P 500 Bear 3x ETF (SPXS) in Q3 2020, closing a stake of 3 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in SPXS in Q4 2014 and held it in 12 quarters. The position peaked at $85K in Q1 2016. 61 funds tracked by Wall St. Rank hold SPXS as of Q3 2020.

  • Burt Wealth Advisors reported no remaining Direxion Daily S&P 500 Bear 3x ETF position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 3 Direxion Daily S&P 500 Bear 3x ETF shares in Q3 2020, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Direxion Daily S&P 500 Bear 3x ETF in Q4 2014 and held it in 12 quarters.
  • Burt Wealth Advisors's Direxion Daily S&P 500 Bear 3x ETF position peaked at $85K in Q1 2016.
  • 61 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 3x ETF as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.