Creative Planning
SPXL icon

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

Creative Planning’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
2023
Q1 		– Sell
-7,300
Closed -$35.5K – 2771
2022
Q4 		$35.5K Buy
+7,300
New +$471K ﹤0.01% 2267

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
SF
Succession Financial Mckinney, Texas $104M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning's SPXL Position: Q2 2026 in Review

Creative Planning increased its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 22% in Q2 2026, buying an estimated $230K and bringing the position to 5,065 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Creative Planning first reported a position in SPXL in Q1 2014 and has held it in 39 quarters since. The position peaked at $1.48M in Q3 2018. 154 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

  • Creative Planning held 5,065 shares of Direxion Daily S&P 500 Bull 3x ETF worth $1.37M as of Q2 2026.
  • Creative Planning bought 911 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2026, an estimated $230K.
  • Direxion Daily S&P 500 Bull 3x ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2385 holding.
  • Creative Planning first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2014 and has held it in 39 quarters since.
  • Creative Planning's Direxion Daily S&P 500 Bull 3x ETF position peaked at $1.48M in Q3 2018.
  • 154 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.