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Mark Sheptoff Financial Planning’s Direxion Daily S&P 500 Bear 3x ETF SPXS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio SPXS Stock Details SPXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,200
Closed -$91.6K – 566
2025
Q4 		$91.6K Hold
4,200
– – 0.04% 151
2025
Q3 		$91.6K Buy
4,200
+3,780
+900% +$162K 0.04% 147
2025
Q2 		$91.6K Hold
420
– – 0.05% 135
2025
Q1 		$91.6K Hold
420
– – 0.05% 126
2024
Q4 		$91.6K Hold
420
– – 0.05% 129
2024
Q3 		$91.6K Hold
420
– – 0.05% 133
2024
Q2 		$91.6K Hold
420
– – 0.05% 141
2024
Q1 		$91.6K Hold
420
– – 0.05% 138
2023
Q4 		$91.6K Hold
420
– – 0.06% 124
2023
Q3 		$91.6K Hold
420
– – 0.06% 114
2023
Q2 		$91.6K Hold
420
– – 0.05% 121
2023
Q1 		$91.6K Sell
420
-20
-5% -$3.92K 0.05% 120
2022
Q4 		$98.1K Sell
440
-2,920
-87% -$668K 0.06% 110
2022
Q3 		$993K Buy
3,360
+940
+39% +$212K 0.6% 34
2022
Q2 		$645K Buy
2,420
+2,000
+476% +$454K 0.37% 49
2022
Q1 		$68K Hold
420
– – 0.03% 153
2021
Q4 		$68K Sell
420
-1,120
-73% -$210K 0.03% 157
2021
Q3 		$357K Buy
1,540
+1,020
+196% +$222K 0.2% 77
2021
Q2 		$125K Hold
520
– – 0.07% 128
2021
Q1 		$163K Buy
+520
New +$182K 0.09% 109

Other funds holding SPXS

IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mark Sheptoff Financial Planning's SPXS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Direxion Daily S&P 500 Bear 3x ETF (SPXS) in Q1 2026, closing a stake of 4,200 shares — an estimated $91.6K sold.

Mark Sheptoff Financial Planning first reported a position in SPXS in Q1 2021 and held it in 20 quarters. The position peaked at $993K in Q3 2022. 30 funds tracked by Wall St. Rank hold SPXS as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Direxion Daily S&P 500 Bear 3x ETF position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 4,200 Direxion Daily S&P 500 Bear 3x ETF shares in Q1 2026, an estimated $91.6K.
  • Mark Sheptoff Financial Planning first reported a position in Direxion Daily S&P 500 Bear 3x ETF in Q1 2021 and held it in 20 quarters.
  • Mark Sheptoff Financial Planning's Direxion Daily S&P 500 Bear 3x ETF position peaked at $993K in Q3 2022.
  • 30 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 3x ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.