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 – 2523
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 $299M AUM 18.98% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return