MWM
SPXL icon

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

Modern 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
Q1 		– Sell
-17,158
Closed -$3.79M – 939
2025
Q4 		$3.79M Hold
17,158
– – 0.07% 214
2025
Q3 		$3.64M Buy
17,158
+18
+0.1% +$3.44K 0.07% 214
2025
Q2 		$2.97M Buy
+17,140
New +$2.42M 0.07% 222

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Modern Wealth Management's SPXL Position: Q1 2026 in Review

Modern Wealth Management sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q1 2026, closing a stake of 17,158 shares — an estimated $3.79M sold.

Modern Wealth Management first reported a position in SPXL in Q2 2025 and held it in 3 quarters. The position peaked at $3.79M in Q4 2025. 137 funds tracked by Wall St. Rank hold SPXL as of Q1 2026.

  • Modern Wealth Management reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 17,158 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2026, an estimated $3.79M.
  • Modern Wealth Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2025 and held it in 3 quarters.
  • Modern Wealth Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $3.79M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.