Ladenburg Thalmann Financial Services’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio SPXL Stock Details SPXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$278K	Buy	4,213 +1,090	+35%	+$63.1K	﹤0.01%	2258
2019 Q3	$163K	Sell	3,123 -234	-7%	-$12.1K	﹤0.01%	2617
2019 Q2	$172K	Sell	3,357 -655	-16%	-$32.1K	﹤0.01%	2575
2019 Q1	$187K	Sell	4,012 -3,325	-45%	-$139K	﹤0.01%	2432
2018 Q4	$242K	Sell	7,337 -715	-9%	-$30.5K	﹤0.01%	2094
2018 Q3	$438K	Sell	8,052 -4,114	-34%	-$210K	﹤0.01%	1711
2018 Q2	$502K	Hold	12,166	–	–	﹤0.01%	1567
2018 Q1	$502K	Sell	12,166 -1,378	-10%	-$64.2K	﹤0.01%	1567
2017 Q4	$600K	Sell	13,544 -8,412	-38%	-$353K	0.01%	1415
2017 Q3	$839K	Sell	21,956 -1,558	-7%	-$56.1K	0.01%	1109
2017 Q2	$803K	Sell	23,514 -514	-2%	-$17K	0.01%	1085
2017 Q1	$759K	Sell	24,028 -1,772	-7%	-$53.4K	0.01%	1048
2016 Q4	$695K	Buy	25,800 +2,032	+9%	+$50.7K	0.01%	1060
2016 Q3	$577K	Sell	23,768 -1,864	-7%	-$45K	0.01%	1109
2016 Q2	$564K	Buy	25,632 +5,692	+29%	+$122K	0.01%	1066
2016 Q1	$417K	Sell	19,940 -2,696	-12%	-$48.2K	0.01%	1155
2015 Q4	$469K	Sell	22,636 -2,000	-8%	-$42.2K	0.01%	1057
2015 Q3	$425K	Sell	24,636 -1,304	-5%	-$27.1K	0.01%	1054
2015 Q2	$570K	Sell	25,940 -3,248	-11%	-$75.6K	0.01%	988
2015 Q1	$645K	Sell	29,188 -13,680	-32%	-$301K	0.01%	904
2014 Q4	$940K	Sell	42,868 -9,596	-18%	-$197K	0.02%	627
2014 Q3	$1.02M	Sell	52,464 -6,244	-11%	-$122K	0.03%	500
2014 Q2	$1.12M	Sell	58,708 -49,420	-46%	-$855K	0.03%	466
2014 Q1	$1.79M	Sell	108,128 -37,624	-26%	-$586K	0.05%	294
2013 Q4	$2.33M	Sell	145,752 -45,772	-24%	-$639K	0.07%	225
2013 Q3	$2.3M	Sell	191,524 -79,684	-29%	-$942K	0.08%	205
2013 Q2	$2.8M	Buy	+271,208	New	+$2.85M	0.1%	170

Other funds holding SPXL

Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services's SPXL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 35% in Q4 2019, buying an estimated $63.1K and bringing the position to 4,213 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2258.

Ladenburg Thalmann Financial Services first reported a position in SPXL in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.8M in Q2 2013. 53 funds tracked by Wall St. Rank hold SPXL as of Q4 2019.

Ladenburg Thalmann Financial Services held 4,213 shares of Direxion Daily S&P 500 Bull 3x ETF worth $278K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,090 Direxion Daily S&P 500 Bull 3x ETF shares in Q4 2019, an estimated $63.1K.
Direxion Daily S&P 500 Bull 3x ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2258 holding.
Ladenburg Thalmann Financial Services first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's Direxion Daily S&P 500 Bull 3x ETF position peaked at $2.8M in Q2 2013.
53 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.