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

Clearstead Advisors’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
2021
Q1 		– Sell
-3,323
Closed -$240K – 1174
2020
Q4 		$240K Hold
3,323
– – 0.02% 291
2020
Q3 		$175K Hold
3,323
– – 0.02% 290
2020
Q2 		$139K Buy
+3,323
New +$122K 0.02% 313
2020
Q1 		– Sell
-3,541
Closed -$234K – 784
2019
Q4 		$234K Buy
+3,541
New +$205K 0.03% 257

Other funds holding SPXL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PFM
Probabilities Fund Management White Plains, New York $28.1M AUM 54.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

Clearstead Advisors's SPXL Position: Q1 2021 in Review

Clearstead Advisors sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q1 2021, closing a stake of 3,323 shares — an estimated $240K sold.

Clearstead Advisors first reported a position in SPXL in Q4 2019 and held it in 4 quarters. The position peaked at $240K in Q4 2020. 74 funds tracked by Wall St. Rank hold SPXL as of Q1 2021.

  • Clearstead Advisors reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q1 2021 after selling out during the quarter.
  • Clearstead Advisors sold 3,323 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2021, an estimated $240K.
  • Clearstead Advisors first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2019 and held it in 4 quarters.
  • Clearstead Advisors's Direxion Daily S&P 500 Bull 3x ETF position peaked at $240K in Q4 2020.
  • 74 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2021.

Based on Clearstead Advisors's 13F filing for Q1 2021, filed 14 May 2021.