L.J. Altfest & Co’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

L.J. Altfest & Co’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	-98,061	Closed	-$358K	–	311
2023 Q2	$358K	Sell	98,061 -389,731	-80%	-$5.93M	0.05%	217
2023 Q1	$2.4M	Buy	+487,792	New	+$7.76M	0.38%	41
2022 Q3	–	Sell	-133,302	Closed	-$1.71M	–	279
2022 Q2	$1.71M	Sell	133,302 -222,305	-63%	-$3.55M	0.31%	52
2022 Q1	$2.77M	Sell	355,607 -93,501	-21%	-$1.39M	0.49%	36
2021 Q4	$6.31M	Buy	+449,108	New	+$6.57M	1.2%	21

Other funds holding SPDN

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

L.J. Altfest & Co's SPDN Position: Q3 2023 in Review

L.J. Altfest & Co sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q3 2023, closing a stake of 98,061 shares — an estimated $358K sold.

L.J. Altfest & Co first reported a position in SPDN in Q4 2021 and held it in 5 quarters. The position peaked at $6.31M in Q4 2021. 49 funds tracked by Wall St. Rank hold SPDN as of Q3 2023.

L.J. Altfest & Co reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q3 2023 after selling out during the quarter.
L.J. Altfest & Co sold 98,061 Direxion Daily S&P 500 Bear 1X ETF shares in Q3 2023, an estimated $358K.
L.J. Altfest & Co first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q4 2021 and held it in 5 quarters.
L.J. Altfest & Co's Direxion Daily S&P 500 Bear 1X ETF position peaked at $6.31M in Q4 2021.
49 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q3 2023.

Based on L.J. Altfest & Co's 13F filing for Q3 2023, filed 26 Oct 2023.