Creative Planning
SPDN icon

Creative Planning’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Creative Planning’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
Q3 		– Sell
-24,000
Closed -$282K – 3298
2024
Q2 		$282K Buy
+24,000
New +$295K ﹤0.01% 2400
2022
Q2 		– Sell
-27,900
Closed -$406K – 2522
2022
Q1 		$406K Sell
27,900
-21,900
-44% -$326K ﹤0.01% 1447
2021
Q4 		$700K Sell
49,800
-800
-2% -$11.7K ﹤0.01% 1118
2021
Q3 		$793K Buy
+50,600
New +$776K ﹤0.01% 1058

Other funds holding SPDN

KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return

Creative Planning's SPDN Position: Q3 2024 in Review

Creative Planning sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q3 2024, closing a stake of 24,000 shares — an estimated $282K sold.

Creative Planning first reported a position in SPDN in Q3 2021 and held it in 4 quarters. The position peaked at $793K in Q3 2021. 36 funds tracked by Wall St. Rank hold SPDN as of Q3 2024.

  • Creative Planning reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q3 2024 after selling out during the quarter.
  • Creative Planning sold 24,000 Direxion Daily S&P 500 Bear 1X ETF shares in Q3 2024, an estimated $282K.
  • Creative Planning first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q3 2021 and held it in 4 quarters.
  • Creative Planning's Direxion Daily S&P 500 Bear 1X ETF position peaked at $793K in Q3 2021.
  • 36 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.