Cerity Partners
SPXL icon

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

Cerity Partners’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
2026
Q1 		– Sell
-3,395
Closed -$749K – 3388
2025
Q4 		$749K Buy
3,395
+2,105
+163% +$457K ﹤0.01% 1855
2025
Q3 		$273K Sell
1,290
-1,505
-54% -$287K ﹤0.01% 2340
2025
Q2 		$485K Buy
2,795
+751
+37% +$106K ﹤0.01% 1875
2025
Q1 		$287K Sell
2,044
-76
-4% -$12.7K ﹤0.01% 2042
2024
Q4 		$358K Buy
+2,120
New +$369K ﹤0.01% 1944
2024
Q3 		– Sell
-2,306
Closed -$337K – 2597
2024
Q2 		$337K Buy
+2,306
New +$304K ﹤0.01% 1759

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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Cerity Partners's SPXL Position: Q1 2026 in Review

Cerity Partners sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q1 2026, closing a stake of 3,395 shares — an estimated $749K sold.

Cerity Partners first reported a position in SPXL in Q2 2024 and held it in 6 quarters. The position peaked at $749K in Q4 2025. 137 funds tracked by Wall St. Rank hold SPXL as of Q1 2026.

  • Cerity Partners reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 3,395 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2026, an estimated $749K.
  • Cerity Partners first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2024 and held it in 6 quarters.
  • Cerity Partners's Direxion Daily S&P 500 Bull 3x ETF position peaked at $749K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.