EFG
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Embree Financial Group’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Embree Financial Group’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
2024
Q4 		– Sell
-4,475
Closed -$734K – 206
2024
Q3 		$734K Buy
4,475
+1,975
+79% +$295K 0.13% 97
2024
Q2 		$365K Buy
+2,500
New +$329K 0.07% 132

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Embree Financial Group's SPXL Position: Q4 2024 in Review

Embree Financial Group sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q4 2024, closing a stake of 4,475 shares — an estimated $734K sold.

Embree Financial Group first reported a position in SPXL in Q2 2024 and held it in 2 quarters. The position peaked at $734K in Q3 2024. 143 funds tracked by Wall St. Rank hold SPXL as of Q4 2024.

  • Embree Financial Group reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q4 2024 after selling out during the quarter.
  • Embree Financial Group sold 4,475 Direxion Daily S&P 500 Bull 3x ETF shares in Q4 2024, an estimated $734K.
  • Embree Financial Group first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2024 and held it in 2 quarters.
  • Embree Financial Group's Direxion Daily S&P 500 Bull 3x ETF position peaked at $734K in Q3 2024.
  • 143 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q4 2024.

Based on Embree Financial Group's 13F filing for Q4 2024, filed 21 Jan 2025.