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
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $5.87B AUM 24.95% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Creative Planning's SPXL Position: Q1 2026 in Review

Creative Planning reduced its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 6.5% in Q1 2026, selling an estimated $61.8K and leaving 4,154 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

Creative Planning first reported a position in SPXL in Q1 2014 and has held it in 38 quarters since. The position peaked at $1.48M in Q3 2018. 137 funds tracked by Wall St. Rank hold SPXL as of Q1 2026.

  • Creative Planning held 4,154 shares of Direxion Daily S&P 500 Bull 3x ETF worth $768K as of Q1 2026.
  • Creative Planning sold 287 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2026, an estimated $61.8K.
  • Direxion Daily S&P 500 Bull 3x ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2678 holding.
  • Creative Planning first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2014 and has held it in 38 quarters since.
  • Creative Planning's Direxion Daily S&P 500 Bull 3x ETF position peaked at $1.48M in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.