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

Morgan Stanley’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
2026 Q2	$17	Hold	2	–	–	﹤0.01%	8307
2026 Q1	$25	Buy	2 +1	+100%	+$10	﹤0.01%	8138
2025 Q4	$14	Hold	1	–	–	﹤0.01%	8119
2025 Q3	$19	Sell	1 -1,052	-100%	-$10.5K	﹤0.01%	8063
2025 Q2	$10.8K	Buy	1,053 +339	+47%	+$3.82K	﹤0.01%	6839
2025 Q1	$8.28K	Buy	714 +701	+5,392%	+$7.75K	﹤0.01%	6857
2024 Q4	$143	Sell	13 -1,288	-99%	-$14.2K	﹤0.01%	7440
2024 Q3	$14.6K	Buy	1,301 +1,299	+64,950%	+$15.2K	﹤0.01%	6603
2024 Q2	$25	Buy	2 +1	+100%	+$12	﹤0.01%	7712
2024 Q1	$23	Sell	1 -1	-50%	-$13	﹤0.01%	7700
2023 Q4	$48	Buy	+2	New	+$29	﹤0.01%	7667
2023 Q1	–	Sell	-18	Closed	-$297	–	7821
2022 Q4	$297	Buy	+18	New	+$298	﹤0.01%	7608

Other funds holding SPDN

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

RVM

Robinson Value Management San Antonio, Texas $187M AUM 26.16% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

WWP

Wise Wealth Partners Phoenix, Arizona $58.8M AUM 18.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley's SPDN Position: Q2 2026 in Review

Morgan Stanley held its Direxion Daily S&P 500 Bear 1X ETF (SPDN) position steady in Q2 2026 at 2 shares worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #8307.

Morgan Stanley first reported a position in SPDN in Q4 2022 and has held it in 12 quarters since. The position peaked at $14.6K in Q3 2024. 56 funds tracked by Wall St. Rank hold SPDN as of Q2 2026.

Morgan Stanley held 2 shares of Direxion Daily S&P 500 Bear 1X ETF worth $17 as of Q2 2026.
Morgan Stanley left its Direxion Daily S&P 500 Bear 1X ETF share count unchanged in Q2 2026.
Direxion Daily S&P 500 Bear 1X ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8307 holding.
Morgan Stanley first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q4 2022 and has held it in 12 quarters since.
Morgan Stanley's Direxion Daily S&P 500 Bear 1X ETF position peaked at $14.6K in Q3 2024.
56 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.