Capstone Financial Advisors’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Capstone Financial Advisors’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	$105K	Buy	+10,547	New	+$101K	0.01%	179

Other funds holding SPDN

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

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Capstone Financial Advisors's SPDN Position: Q1 2026 in Review

Capstone Financial Advisors opened a new position in Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q1 2026: 10,547 shares worth $105K. The stake represents 0.01% of the portfolio and ranks #179 among its holdings.

52 funds tracked by Wall St. Rank hold SPDN as of Q1 2026.

Capstone Financial Advisors held 10,547 shares of Direxion Daily S&P 500 Bear 1X ETF worth $105K as of Q1 2026.
Direxion Daily S&P 500 Bear 1X ETF was a new Capstone Financial Advisors position in Q1 2026.
Direxion Daily S&P 500 Bear 1X ETF made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #179 holding.
52 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.