CPO
SPXL icon

Cerity Partners OCIO’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Cerity Partners OCIO’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
2022
Q2 		– Sell
-2,480
Closed -$297K – 456
2022
Q1 		$297K Sell
2,480
-341
-12% -$39.8K 0.01% 359
2021
Q4 		$405K Buy
2,821
+50
+2% +$6.51K 0.01% 332
2021
Q3 		$296K Hold
2,771
– – 0.01% 363
2021
Q2 		$295K Buy
2,771
+156
+6% +$15.4K 0.01% 353
2021
Q1 		$222K Buy
+2,615
New +$205K 0.01% 359

Other funds holding SPXL

MS
Mizuho Securities Tokyo, Japan $7.68M AUM 15.91% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Cerity Partners OCIO's SPXL Position: Q2 2022 in Review

Cerity Partners OCIO sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2022, closing a stake of 2,480 shares — an estimated $297K sold.

Cerity Partners OCIO first reported a position in SPXL in Q1 2021 and held it in 5 quarters. The position peaked at $405K in Q4 2021. 81 funds tracked by Wall St. Rank hold SPXL as of Q2 2022.

  • Cerity Partners OCIO reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q2 2022 after selling out during the quarter.
  • Cerity Partners OCIO sold 2,480 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2022, an estimated $297K.
  • Cerity Partners OCIO first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2021 and held it in 5 quarters.
  • Cerity Partners OCIO's Direxion Daily S&P 500 Bull 3x ETF position peaked at $405K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2022.

Based on Cerity Partners OCIO's 13F filing for Q2 2022, filed 26 Jul 2022.