MWM
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Mittelman Wealth Management’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Mittelman Wealth Management’s Portfolio SPXL Stock Details SPXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$841K Sell
3,107
-15
-0.5% -$3.79K 0.56% 25
2026
Q1 		$577K Hold
3,122
– – 0.36% 33
2025
Q4 		$689K Hold
3,122
– – 0.45% 26
2025
Q3 		$662K Sell
3,122
-531
-15% -$101K 0.43% 25
2025
Q2 		$634K Buy
+3,653
New +$515K 0.54% 21

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
SF
Succession Financial Mckinney, Texas $105M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mittelman Wealth Management's SPXL Position: Q2 2026 in Review

Mittelman Wealth Management reduced its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 0.48% in Q2 2026, selling an estimated $3.79K and leaving 3,107 shares worth $841K. The position accounts for 0.56% of the portfolio, ranked #25.

Mittelman Wealth Management first reported a position in SPXL in Q2 2025 and has held it in 5 quarters since. 152 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

  • Mittelman Wealth Management held 3,107 shares of Direxion Daily S&P 500 Bull 3x ETF worth $841K as of Q2 2026.
  • Mittelman Wealth Management sold 15 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2026, an estimated $3.79K.
  • Direxion Daily S&P 500 Bull 3x ETF made up 0.56% of Mittelman Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Mittelman Wealth Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2025 and has held it in 5 quarters since.
  • 152 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.