Corient Private Wealth
SPDN icon

Corient Private Wealth’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Corient Private Wealth’s Portfolio SPDN Stock Details SPDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,000
Closed -$122K – 2385
2024
Q1 		$122K Buy
+10,000
New +$128K ﹤0.01% 2162

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KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

Corient Private Wealth's SPDN Position: Q2 2024 in Review

Corient Private Wealth sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q2 2024, closing a stake of 10,000 shares — an estimated $122K sold.

Corient Private Wealth first reported a position in SPDN in Q1 2024 and held it in 1 quarter. The position peaked at $122K in Q1 2024. 39 funds tracked by Wall St. Rank hold SPDN as of Q2 2024.

  • Corient Private Wealth reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q2 2024 after selling out during the quarter.
  • Corient Private Wealth sold 10,000 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2024, an estimated $122K.
  • Corient Private Wealth first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2024 and held it in 1 quarter.
  • Corient Private Wealth's Direxion Daily S&P 500 Bear 1X ETF position peaked at $122K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2024.

Based on Corient Private Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.