Jim Simons’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Jim Simons’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
2025 Q4	–	Sell	-70,700	Closed	-$679K	–	3724
2025 Q3	$679K	Buy	+70,700	New	+$708K	﹤0.01%	2668
2025 Q2	–	Sell	-151,900	Closed	-$1.76M	–	3877
2025 Q1	$1.76M	Buy	+151,900	New	+$1.68M	﹤0.01%	2083
2023 Q2	–	Sell	-163,100	Closed	-$2.53M	–	4242
2023 Q1	$2.53M	Buy	+163,100	New	+$2.6M	﹤0.01%	1880
2022 Q3	–	Sell	-119,700	Closed	-$2.04M	–	4378
2022 Q2	$2.04M	Buy	+119,700	New	+$1.91M	﹤0.01%	2179
2020 Q4	–	Sell	-16,700	Closed	-$348K	–	3696
2020 Q3	$348K	Buy	16,700 +2,900	+21%	+$61.6K	﹤0.01%	2948
2020 Q2	$315K	Buy	+13,800	New	+$338K	﹤0.01%	3024

Other funds holding SPDN

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Jim Simons's SPDN Position: Q4 2025 in Review

Jim Simons sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q4 2025, closing a stake of 70,700 shares — an estimated $679K sold.

Jim Simons first reported a position in SPDN in Q2 2020 and held it in 6 quarters. The position peaked at $2.53M in Q1 2023. 46 funds tracked by Wall St. Rank hold SPDN as of Q4 2025.

Jim Simons reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 70,700 Direxion Daily S&P 500 Bear 1X ETF shares in Q4 2025, an estimated $679K.
Jim Simons first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q2 2020 and held it in 6 quarters.
Jim Simons's Direxion Daily S&P 500 Bear 1X ETF position peaked at $2.53M in Q1 2023.
46 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.