McLean Asset Management’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

McLean Asset Management’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	-12,100	Closed	-$200K	–	137
2022 Q4	$200K	Hold	12,100	–	–	0.07%	135
2022 Q3	$213K	Hold	12,100	–	–	0.08%	118
2022 Q2	$203K	Hold	12,100	–	–	0.08%	127
2022 Q1	$176K	Buy	+12,100	New	+$180K	0.13%	126

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 $567M AUM 41.38% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

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 $8.91M AUM 4.28% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

McLean Asset Management's SPDN Position: Q1 2023 in Review

McLean Asset Management sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q1 2023, closing a stake of 12,100 shares — an estimated $200K sold.

McLean Asset Management first reported a position in SPDN in Q1 2022 and held it in 4 quarters. The position peaked at $213K in Q3 2022. 44 funds tracked by Wall St. Rank hold SPDN as of Q1 2023.

McLean Asset Management reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q1 2023 after selling out during the quarter.
McLean Asset Management sold 12,100 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2023, an estimated $200K.
McLean Asset Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2022 and held it in 4 quarters.
McLean Asset Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $213K 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 McLean Asset Management's 13F filing for Q1 2023, filed 11 Apr 2023.