DAS
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Dynamic Advisor Solutions’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Dynamic Advisor Solutions’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
2023
Q1 		– Sell
-265,091
Closed -$4.38M – 799
2022
Q4 		$4.38M Sell
265,091
-22,461
-8% -$372K 0.3% 87
2022
Q3 		$5.14M Buy
+287,552
New +$4.66M 0.39% 57

Other funds holding SPDN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dynamic Advisor Solutions's SPDN Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q1 2023, closing a stake of 265,091 shares — an estimated $4.38M sold.

Dynamic Advisor Solutions first reported a position in SPDN in Q3 2022 and held it in 2 quarters. The position peaked at $5.14M in Q3 2022. 44 funds tracked by Wall St. Rank hold SPDN as of Q1 2023.

  • Dynamic Advisor Solutions reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q1 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 265,091 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2023, an estimated $4.38M.
  • Dynamic Advisor Solutions first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q3 2022 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Direxion Daily S&P 500 Bear 1X ETF position peaked at $5.14M in Q3 2022.
  • 44 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.