Creative Planning
SPXS icon

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

Creative Planning’s Portfolio SPXS Stock Details SPXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4
Closed -$15K – 3468
2017
Q2 		$15K Buy
+4
New +$17.2K ﹤0.01% 3373
2017
Q1 		– Sell
-6
Closed -$33K – 4890
2016
Q4 		$33K Buy
+6
New +$35.6K ﹤0.01% 2725
2015
Q4 		– Sell
-175
Closed -$1.89M – 4566
2015
Q3 		$1.89M Buy
+175
New +$1.69M 0.02% 307
2014
Q4 		– Hold
0
– – – 4325
2014
Q3 		– Hold
0
– – – 4140

Other funds holding SPXS

CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
IC
Intersect Capital San Ramon, California $331M AUM 6.79% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Creative Planning's SPXS Position: Q3 2017 in Review

Creative Planning sold out of Direxion Daily S&P 500 Bear 3x ETF (SPXS) in Q3 2017, closing a stake of 4 shares — an estimated $15K sold.

Creative Planning first reported a position in SPXS in Q3 2015 and held it in 3 quarters. The position peaked at $1.89M in Q3 2015. 29 funds tracked by Wall St. Rank hold SPXS as of Q3 2017.

  • Creative Planning reported no remaining Direxion Daily S&P 500 Bear 3x ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 4 Direxion Daily S&P 500 Bear 3x ETF shares in Q3 2017, an estimated $15K.
  • Creative Planning first reported a position in Direxion Daily S&P 500 Bear 3x ETF in Q3 2015 and held it in 3 quarters.
  • Creative Planning's Direxion Daily S&P 500 Bear 3x ETF position peaked at $1.89M in Q3 2015.
  • 29 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 3x ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.