CAPTRUST Financial Advisors
SPXS icon

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

CAPTRUST Financial 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
2023
Q1 		– Sell
-2,351
Closed -$524K – 2376
2022
Q4 		$524K Buy
+2,351
New +$537K ﹤0.01% 1302
2022
Q2 		– Sell
-250
Closed -$44K – 5129
2022
Q1 		$44K Buy
+250
New +$48.4K ﹤0.01% 2887
2018
Q3 		– Sell
-7
Closed -$19K – 1691
2018
Q2 		$19K Buy
+7
New +$19K ﹤0.01% 972
2018
Q1 		– Sell
-7
Closed -$21K – 1376
2017
Q4 		$21K Hold
7
– – ﹤0.01% 781
2017
Q3 		$21K Buy
+7
New +$27.2K ﹤0.01% 361

Other funds holding SPXS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $465M AUM 46.97% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAPTRUST Financial Advisors's SPXS Position: Q1 2023 in Review

CAPTRUST Financial Advisors sold out of Direxion Daily S&P 500 Bear 3x ETF (SPXS) in Q1 2023, closing a stake of 2,351 shares — an estimated $524K sold.

CAPTRUST Financial Advisors first reported a position in SPXS in Q3 2017 and held it in 5 quarters. The position peaked at $524K in Q4 2022. 49 funds tracked by Wall St. Rank hold SPXS as of Q1 2023.

  • CAPTRUST Financial Advisors reported no remaining Direxion Daily S&P 500 Bear 3x ETF position as of Q1 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,351 Direxion Daily S&P 500 Bear 3x ETF shares in Q1 2023, an estimated $524K.
  • CAPTRUST Financial Advisors first reported a position in Direxion Daily S&P 500 Bear 3x ETF in Q3 2017 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's Direxion Daily S&P 500 Bear 3x ETF position peaked at $524K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 3x ETF as of Q1 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.