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

Coldstream 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
2025
Q2 		– Sell
-628
Closed -$88.2K – 3056
2025
Q1 		$88.2K Buy
+628
New +$105K ﹤0.01% 1421
2022
Q2 		– Sell
-30,000
Closed -$3.59M – 839
2022
Q1 		$3.59M Hold
30,000
– – 0.12% 105
2021
Q4 		$4.3M Sell
30,000
-1,000
-3% -$130K 0.14% 101
2021
Q3 		$3.32M Sell
31,000
-10,000
-24% -$1.16M 0.16% 86
2021
Q2 		$4.37M Buy
+41,000
New +$4.04M 0.18% 87

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Coldstream Capital Management's SPXL Position: Q2 2025 in Review

Coldstream Capital Management sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2025, closing a stake of 628 shares — an estimated $88.2K sold.

Coldstream Capital Management first reported a position in SPXL in Q2 2021 and held it in 5 quarters. The position peaked at $4.37M in Q2 2021. 135 funds tracked by Wall St. Rank hold SPXL as of Q2 2025.

  • Coldstream Capital Management reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 628 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2025, an estimated $88.2K.
  • Coldstream Capital Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2021 and held it in 5 quarters.
  • Coldstream Capital Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $4.37M in Q2 2021.
  • 135 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.