KWM
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Kaydan Wealth Management’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Kaydan Wealth 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
2025
Q1 		– Sell
-961,512
Closed -$10.6M – 113
2024
Q4 		$10.6M Sell
961,512
-995,225
-51% -$10.9M 3.52% 10
2024
Q3 		$21.9M Sell
1,956,737
-25,220
-1% -$295K 6.47% 7
2024
Q2 		$23.3M Sell
1,981,957
-45,829
-2% -$563K 8.27% 3
2024
Q1 		$24.7M Buy
2,027,786
+1,063,750
+110% +$13.6M 8.41% 3
2023
Q4 		$12.8M Sell
964,036
-15,432
-2% -$221K 5.21% 8
2023
Q3 		$14.5M Buy
+979,468
New +$14M 5.8% 7

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return

Kaydan Wealth Management's SPDN Position: Q1 2025 in Review

Kaydan Wealth Management sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q1 2025, closing a stake of 961,512 shares — an estimated $10.6M sold.

Kaydan Wealth Management first reported a position in SPDN in Q3 2023 and held it in 6 quarters. The position peaked at $24.7M in Q1 2024. 60 funds tracked by Wall St. Rank hold SPDN as of Q1 2025.

  • Kaydan Wealth Management reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q1 2025 after selling out during the quarter.
  • Kaydan Wealth Management sold 961,512 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2025, an estimated $10.6M.
  • Kaydan Wealth Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q3 2023 and held it in 6 quarters.
  • Kaydan Wealth Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $24.7M in Q1 2024.
  • 60 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2025.

Based on Kaydan Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.