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

MBA 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
2023
Q1 		– Sell
-27,530
Closed -$455K – 129
2022
Q4 		$455K Sell
27,530
-17,744
-39% -$294K 0.3% 75
2022
Q3 		$809K Buy
45,274
+6,243
+16% +$101K 0.59% 46
2022
Q2 		$665K Buy
39,031
+16,326
+72% +$260K 0.46% 58
2022
Q1 		$330K Buy
+22,705
New +$338K 0.2% 103

Other funds holding SPDN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MBA Advisors's SPDN Position: Q1 2023 in Review

MBA Advisors sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q1 2023, closing a stake of 27,530 shares — an estimated $455K sold.

MBA Advisors first reported a position in SPDN in Q1 2022 and held it in 4 quarters. The position peaked at $809K in Q3 2022. 44 funds tracked by Wall St. Rank hold SPDN as of Q1 2023.

  • MBA Advisors reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q1 2023 after selling out during the quarter.
  • MBA Advisors sold 27,530 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2023, an estimated $455K.
  • MBA Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2022 and held it in 4 quarters.
  • MBA Advisors's Direxion Daily S&P 500 Bear 1X ETF position peaked at $809K in Q3 2022.
  • 44 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2023.

Based on MBA Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.