CAPTRUST Financial Advisors’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,449
| Closed | -$320K | – | 3117 |
|
|
2025
Q4 | $320K | Sell |
1,449
-228
| -14% | -$49.5K | ﹤0.01% | 2202 |
|
|
2025
Q3 | $355K | Buy |
+1,677
| New | +$320K | ﹤0.01% | 2052 |
|
|
2022
Q3 | – | Sell |
-962
| Closed | -$63K | – | 3785 |
|
|
2022
Q2 | $63K | Buy |
962
+953
| +10,589% | +$83.7K | ﹤0.01% | 2561 |
|
|
2022
Q1 | $1K | Sell |
9
-61
| -87% | -$7.11K | ﹤0.01% | 4748 |
|
|
2021
Q4 | $10K | Hold |
70
| – | – | ﹤0.01% | 3724 |
|
|
2021
Q3 | $7K | Sell |
70
-2,608
| -97% | -$303K | ﹤0.01% | 3819 |
|
|
2021
Q2 | $285K | Buy |
2,678
+61
| +2% | +$6.01K | ﹤0.01% | 1302 |
|
|
2021
Q1 | $222K | Sell |
2,617
-327
| -11% | -$25.7K | ﹤0.01% | 1406 |
|
|
2020
Q4 | $213K | Buy |
2,944
+1
| +0% | +$62 | ﹤0.01% | 1163 |
|
|
2020
Q3 | $158K | Hold |
2,943
| – | – | ﹤0.01% | 1144 |
|
|
2020
Q2 | $125K | Buy |
+2,943
| New | +$108K | ﹤0.01% | 1240 |
|
|
2019
Q4 | – | Sell |
-1,575
| Closed | -$82K | – | 1688 |
|
|
2019
Q3 | $82K | Sell |
1,575
-250
| -14% | -$12.9K | ﹤0.01% | 835 |
|
|
2019
Q2 | $94K | Hold |
1,825
| – | – | ﹤0.01% | 782 |
|
|
2019
Q1 | $85K | Hold |
1,825
| – | – | ﹤0.01% | 747 |
|
|
2018
Q4 | $60K | Hold |
1,825
| – | – | ﹤0.01% | 729 |
|
|
2018
Q3 | $99K | Buy |
1,825
+50
| +3% | +$2.55K | ﹤0.01% | 601 |
|
|
2018
Q2 | $79K | Hold |
1,775
| – | – | ﹤0.01% | 569 |
|
|
2018
Q1 | $68K | Buy |
1,775
+400
| +29% | +$18.6K | ﹤0.01% | 532 |
|
|
2017
Q4 | $61K | Sell |
1,375
-350
| -20% | -$14.7K | ﹤0.01% | 554 |
|
|
2017
Q3 | $74K | Buy |
+1,725
| New | +$62.1K | 0.01% | 265 |
|
|
2013
Q3 | – | Sell |
-1,560
| Closed | -$16K | – | 202 |
|
|
2013
Q2 | $16K | Buy |
+1,560
| New | +$16.4K | ﹤0.01% | 125 |
|
Other funds holding SPXL
PIS
WA
SS
IWP
FTUS
TCM
JSSH
SWM
