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Laidlaw Wealth Management’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Laidlaw Wealth Management’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
2023
Q4 		– Sell
-6,303
Closed -$493K – 274
2023
Q3 		$493K Buy
+6,303
New +$564K 0.16% 148
2022
Q2 		– Sell
-3,914
Closed -$469K – 409
2022
Q1 		$469K Buy
+3,914
New +$456K 0.08% 221

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Laidlaw Wealth Management's SPXL Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q4 2023, closing a stake of 6,303 shares — an estimated $493K sold.

Laidlaw Wealth Management first reported a position in SPXL in Q1 2022 and held it in 2 quarters. The position peaked at $493K in Q3 2023. 109 funds tracked by Wall St. Rank hold SPXL as of Q4 2023.

  • Laidlaw Wealth Management reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q4 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 6,303 Direxion Daily S&P 500 Bull 3x ETF shares in Q4 2023, an estimated $493K.
  • Laidlaw Wealth Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2022 and held it in 2 quarters.
  • Laidlaw Wealth Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $493K in Q3 2023.
  • 109 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.