Charter Oak Capital Management’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Charter Oak Capital Management’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	$2.28M	Buy	12,332 +31	+0.3%	+$6.68K	0.18%	44
2025 Q4	$2.71M	Sell	12,301 -26	-0.2%	-$5.65K	0.21%	41
2025 Q3	$2.61M	Sell	12,327 -134	-1%	-$25.6K	0.21%	38
2025 Q2	$2.16M	Sell	12,461 -266	-2%	-$37.5K	0.18%	41
2025 Q1	$1.79M	Sell	12,727 -611	-5%	-$102K	0.16%	46
2024 Q4	$2.25M	Sell	13,338 -2,440	-15%	-$425K	0.21%	39
2024 Q3	$2.59M	Buy	15,778 +5,545	+54%	+$828K	0.24%	36
2024 Q2	$1.49M	Sell	10,233 -18,231	-64%	-$2.4M	0.16%	51
2024 Q1	$3.82M	Sell	28,464 -86	-0.3%	-$10.1K	0.41%	24
2023 Q4	$2.97M	Buy	28,550 +96	+0.3%	+$8.36K	0.35%	33
2023 Q3	$2.23M	Buy	28,454 +906	+3%	+$81K	0.29%	36
2023 Q2	$2.48M	Buy	27,548 +1,777	+7%	+$138K	0.32%	38
2023 Q1	$1.89M	Buy	25,771 +465	+2%	+$32.1K	0.26%	46
2022 Q4	$1.57M	Sell	25,306 -33,567	-57%	-$2.17M	0.24%	47
2022 Q3	$3.15M	Buy	58,873 +19,584	+50%	+$1.48M	0.5%	32
2022 Q2	$2.58M	Buy	39,289 +24,408	+164%	+$2.14M	0.35%	42
2022 Q1	$1.78M	Sell	14,881 -67	-0.4%	-$7.81K	0.22%	50
2021 Q4	$2.14M	Sell	14,948 -811	-5%	-$106K	0.25%	47
2021 Q3	$1.69M	Sell	15,759 -5,206	-25%	-$604K	0.21%	50
2021 Q2	$2.23M	Buy	20,965 +300	+1%	+$29.6K	0.29%	43
2021 Q1	$1.76M	Sell	20,665 -17,996	-47%	-$1.41M	0.25%	47
2020 Q4	$2.79M	Buy	+38,661	New	+$2.39M	0.42%	32

Other funds holding SPXL

PIS

PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $5.87B AUM 24.95% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Charter Oak Capital Management's SPXL Position: Q1 2026 in Review

Charter Oak Capital Management increased its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 0.25% in Q1 2026, buying an estimated $6.68K and bringing the position to 12,332 shares worth $2.28M. The position accounts for 0.18% of the portfolio, ranked #44.

Charter Oak Capital Management first reported a position in SPXL in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.82M in Q1 2024. 137 funds tracked by Wall St. Rank hold SPXL as of Q1 2026.

Charter Oak Capital Management held 12,332 shares of Direxion Daily S&P 500 Bull 3x ETF worth $2.28M as of Q1 2026.
Charter Oak Capital Management bought 31 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2026, an estimated $6.68K.
Direxion Daily S&P 500 Bull 3x ETF made up 0.18% of Charter Oak Capital Management's portfolio in Q1 2026, its #44 holding.
Charter Oak Capital Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2020 and has held it in 22 quarters since.
Charter Oak Capital Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $3.82M in Q1 2024.
137 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.