HAM
SPDN icon

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

Harmony Asset 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
2026
Q1 		$266K Sell
26,707
-103,988
-80% -$991K 0.08% 171
2025
Q4 		$1.23M Buy
+130,695
New +$1.25M 0.41% 63
2025
Q2 		– Sell
-60,001
Closed -$695K – 177
2025
Q1 		$695K Buy
+60,001
New +$664K 0.29% 85

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Harmony Asset Management's SPDN Position: Q1 2026 in Review

Harmony Asset Management reduced its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 80% in Q1 2026, selling an estimated $991K and leaving 26,707 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #171.

Harmony Asset Management first reported a position in SPDN in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2025. 52 funds tracked by Wall St. Rank hold SPDN as of Q1 2026.

  • Harmony Asset Management held 26,707 shares of Direxion Daily S&P 500 Bear 1X ETF worth $266K as of Q1 2026.
  • Harmony Asset Management sold 103,988 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2026, an estimated $991K.
  • Direxion Daily S&P 500 Bear 1X ETF made up 0.08% of Harmony Asset Management's portfolio in Q1 2026, its #171 holding.
  • Harmony Asset Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2025 and has held it in 3 quarters since.
  • Harmony Asset Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $1.23M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2026.

Based on Harmony Asset Management's 13F filing for Q1 2026, filed 5 May 2026.