LPL Financial
SPDN icon

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

LPL Financial’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 		$1.31M Sell
151,497
-94,094
-38% -$845K ﹤0.01% 4169
2026
Q1 		$2.44M Buy
245,591
+123,347
+101% +$1.18M ﹤0.01% 3308
2025
Q4 		$1.15M Buy
122,244
+86,648
+243% +$827K ﹤0.01% 3924
2025
Q3 		$342K Buy
35,596
+2,756
+8% +$27.6K ﹤0.01% 4948
2025
Q2 		$338K Sell
32,840
-247,573
-88% -$2.79M ﹤0.01% 4692
2025
Q1 		$3.25M Buy
+280,413
New +$3.1M ﹤0.01% 2499
2024
Q2 		– Sell
-28,739
Closed -$350K – 5124
2024
Q1 		$350K Sell
28,739
-1,993
-6% -$25.6K ﹤0.01% 4082
2023
Q4 		$408K Buy
30,732
+7,628
+33% +$109K ﹤0.01% 3824
2023
Q3 		$343K Sell
23,104
-30,999
-57% -$445K ﹤0.01% 3798
2023
Q2 		$772K Sell
54,103
-33,822
-38% -$515K ﹤0.01% 3080
2023
Q1 		$1.36M Sell
87,925
-425,850
-83% -$6.78M ﹤0.01% 2497
2022
Q4 		$8.48M Buy
513,775
+330,948
+181% +$5.49M 0.01% 1128
2022
Q3 		$3.27M Buy
182,827
+2,099
+1% +$34K ﹤0.01% 1658
2022
Q2 		$3.08M Buy
180,728
+31,509
+21% +$502K ﹤0.01% 1708
2022
Q1 		$2.17M Buy
149,219
+134,637
+923% +$2.01M ﹤0.01% 2006
2021
Q4 		$205K Sell
14,582
-6,579
-31% -$96.2K ﹤0.01% 3966
2021
Q3 		$332K Sell
21,161
-1,356
-6% -$20.8K ﹤0.01% 3573
2021
Q2 		$356K Sell
22,517
-16,300
-42% -$266K ﹤0.01% 3452
2021
Q1 		$668K Sell
38,817
-4,030
-9% -$71.8K ﹤0.01% 2774
2020
Q4 		$789K Sell
42,847
-9,552
-18% -$187K ﹤0.01% 2377
2020
Q3 		$1.09M Sell
52,399
-15,501
-23% -$329K ﹤0.01% 1889
2020
Q2 		$1.55M Buy
67,900
+35,016
+106% +$858K ﹤0.01% 1518
2020
Q1 		$927K Buy
+32,884
New +$846K ﹤0.01% 1663
2019
Q1 		– Sell
-53,611
Closed -$1.71M – 3240
2018
Q4 		$1.71M Buy
+53,611
New +$1.6M ﹤0.01% 1159

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

LPL Financial's SPDN Position: Q2 2026 in Review

LPL Financial reduced its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 38% in Q2 2026, selling an estimated $845K and leaving 151,497 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #4169.

LPL Financial first reported a position in SPDN in Q4 2018 and has held it in 24 quarters since. The position peaked at $8.48M in Q4 2022. 56 funds tracked by Wall St. Rank hold SPDN as of Q2 2026.

  • LPL Financial held 151,497 shares of Direxion Daily S&P 500 Bear 1X ETF worth $1.31M as of Q2 2026.
  • LPL Financial sold 94,094 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2026, an estimated $845K.
  • Direxion Daily S&P 500 Bear 1X ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4169 holding.
  • LPL Financial first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q4 2018 and has held it in 24 quarters since.
  • LPL Financial's Direxion Daily S&P 500 Bear 1X ETF position peaked at $8.48M in Q4 2022.
  • 56 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.