Jim Simons’s MAX S&P 500 4x Leveraged ETN SPYU Stock Holding History

Jim Simons’s Portfolio SPYU Stock Details SPYU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,600	Closed	-$318K	–	3922
2024 Q4	$318K	Buy	+13,600	New	+$338K	﹤0.01%	3016
2024 Q3	–	Sell	-73,800	Closed	-$1.55M	–	3959
2024 Q2	$1.55M	Buy	+73,800	New	+$1.38M	﹤0.01%	2037

Other funds holding SPYU

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jim Simons's SPYU Position: Q1 2025 in Review

Jim Simons sold out of MAX S&P 500 4x Leveraged ETN (SPYU) in Q1 2025, closing a stake of 13,600 shares — an estimated $318K sold.

Jim Simons first reported a position in SPYU in Q2 2024 and held it in 2 quarters. The position peaked at $1.55M in Q2 2024. 13 funds tracked by Wall St. Rank hold SPYU as of Q1 2025.

Jim Simons reported no remaining MAX S&P 500 4x Leveraged ETN position as of Q1 2025 after selling out during the quarter.
Jim Simons sold 13,600 MAX S&P 500 4x Leveraged ETN shares in Q1 2025, an estimated $318K.
Jim Simons first reported a position in MAX S&P 500 4x Leveraged ETN in Q2 2024 and held it in 2 quarters.
Jim Simons's MAX S&P 500 4x Leveraged ETN position peaked at $1.55M in Q2 2024.
13 funds tracked by Wall St. Rank held MAX S&P 500 4x Leveraged ETN as of Q1 2025.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.