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Lifeworks Advisors’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Lifeworks Advisors’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
2026
Q2 		$158K Sell
18,243
-6,226
-25% -$55.9K 0.02% 336
2026
Q1 		$243K Buy
24,469
+8,705
+55% +$83K 0.03% 273
2025
Q4 		$149K Buy
+15,764
New +$150K 0.02% 325

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $187M AUM 26.16% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WWP
Wise Wealth Partners Phoenix, Arizona $58.8M AUM 18.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Lifeworks Advisors's SPDN Position: Q2 2026 in Review

Lifeworks Advisors reduced its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 25% in Q2 2026, selling an estimated $55.9K and leaving 18,243 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #336.

Lifeworks Advisors first reported a position in SPDN in Q4 2025 and has held it in 3 quarters since. The position peaked at $243K in Q1 2026. 56 funds tracked by Wall St. Rank hold SPDN as of Q2 2026.

  • Lifeworks Advisors held 18,243 shares of Direxion Daily S&P 500 Bear 1X ETF worth $158K as of Q2 2026.
  • Lifeworks Advisors sold 6,226 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2026, an estimated $55.9K.
  • Direxion Daily S&P 500 Bear 1X ETF made up 0.02% of Lifeworks Advisors's portfolio in Q2 2026, its #336 holding.
  • Lifeworks Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q4 2025 and has held it in 3 quarters since.
  • Lifeworks Advisors's Direxion Daily S&P 500 Bear 1X ETF position peaked at $243K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.