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Evergreen Capital Management’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Evergreen Capital Management’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
Q3 		– Sell
-20,000
Closed -$285K – 844
2023
Q2 		$285K Hold
20,000
– – 0.01% 576
2023
Q1 		$310K Buy
+20,000
New +$318K 0.01% 501

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Evergreen Capital Management's SPDN Position: Q3 2023 in Review

Evergreen Capital Management sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q3 2023, closing a stake of 20,000 shares — an estimated $285K sold.

Evergreen Capital Management first reported a position in SPDN in Q1 2023 and held it in 2 quarters. The position peaked at $310K in Q1 2023. 49 funds tracked by Wall St. Rank hold SPDN as of Q3 2023.

  • Evergreen Capital Management reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q3 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 20,000 Direxion Daily S&P 500 Bear 1X ETF shares in Q3 2023, an estimated $285K.
  • Evergreen Capital Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2023 and held it in 2 quarters.
  • Evergreen Capital Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $310K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q3 2023.

Based on Evergreen Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.