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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
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 $939M AUM 37.7% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Lifeworks Advisors's SPDN Position: Q1 2026 in Review

Lifeworks Advisors increased its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 55% in Q1 2026, buying an estimated $83K and bringing the position to 24,469 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #273.

Lifeworks Advisors first reported a position in SPDN in Q4 2025 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold SPDN as of Q1 2026.

  • Lifeworks Advisors held 24,469 shares of Direxion Daily S&P 500 Bear 1X ETF worth $243K as of Q1 2026.
  • Lifeworks Advisors bought 8,705 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2026, an estimated $83K.
  • Direxion Daily S&P 500 Bear 1X ETF made up 0.03% of Lifeworks Advisors's portfolio in Q1 2026, its #273 holding.
  • Lifeworks Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q4 2025 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.