CWC
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Carolinas Wealth Consulting’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Carolinas Wealth Consulting’s Portfolio SPXL Stock Details SPXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,764
Closed -$635K – 1086
2024
Q4 		$635K Buy
3,764
+12
+0.3% +$2.09K 0.12% 93
2024
Q3 		$616K Buy
3,752
+9
+0.2% +$1.34K 0.11% 97
2024
Q2 		$548K Hold
3,743
– – 0.11% 96
2024
Q1 		$502K Buy
3,743
+11
+0.3% +$1.29K 0.1% 97
2023
Q4 		$388K Buy
3,732
+11
+0.3% +$958 0.08% 104
2023
Q3 		$268K Buy
3,721
+9
+0.2% +$805 0.07% 122
2023
Q2 		$334K Sell
3,712
-4,506
-55% -$349K 0.07% 129
2023
Q1 		$601K Buy
8,218
+34
+0.4% +$2.35K 0.13% 90
2022
Q4 		$508K Buy
8,184
+16
+0.2% +$1.03K 0.12% 98
2022
Q3 		$438K Buy
8,168
+953
+13% +$72K 0.11% 95
2022
Q2 		$473K Buy
+7,215
New +$633K 0.12% 90
2022
Q1 		– Sell
-801
Closed -$115K – 1002
2021
Q4 		$115K Buy
801
+1
+0.1% +$130 0.03% 247
2021
Q3 		$86K Buy
800
+430
+116% +$49.9K 0.02% 260
2021
Q2 		$39K Buy
+370
New +$36.5K 0.01% 396

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Carolinas Wealth Consulting's SPXL Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q1 2025, closing a stake of 3,764 shares — an estimated $635K sold.

Carolinas Wealth Consulting first reported a position in SPXL in Q2 2021 and held it in 14 quarters. The position peaked at $635K in Q4 2024. 130 funds tracked by Wall St. Rank hold SPXL as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3,764 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2025, an estimated $635K.
  • Carolinas Wealth Consulting first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2021 and held it in 14 quarters.
  • Carolinas Wealth Consulting's Direxion Daily S&P 500 Bull 3x ETF position peaked at $635K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.