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

Milestone 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
Q2 		– Sell
-290,525
Closed -$4.5M – 78
2023
Q1 		$4.5M Sell
290,525
-354,772
-55% -$5.65M 2.57% 11
2022
Q4 		$10.2M Buy
+645,297
New +$10.7M 6.07% 4

Other funds holding SPDN

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.25B AUM 12.03% 1-Year Est. Return

Milestone Asset Management's SPDN Position: Q2 2023 in Review

Milestone Asset Management sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q2 2023, closing a stake of 290,525 shares — an estimated $4.5M sold.

Milestone Asset Management first reported a position in SPDN in Q4 2022 and held it in 2 quarters. The position peaked at $10.2M in Q4 2022. 46 funds tracked by Wall St. Rank hold SPDN as of Q2 2023.

  • Milestone Asset Management reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q2 2023 after selling out during the quarter.
  • Milestone Asset Management sold 290,525 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2023, an estimated $4.5M.
  • Milestone Asset Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q4 2022 and held it in 2 quarters.
  • Milestone Asset Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $10.2M in Q4 2022.
  • 46 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2023.

Based on Milestone Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.