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

Moulton Wealth 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
2026 Q2	$217K	Buy	+25,014	New	+$225K	0.14%	65
2025 Q4	–	Sell	-30,161	Closed	-$290K	–	51
2025 Q3	$290K	Sell	30,161 -8,734	-22%	-$87.5K	0.21%	44
2025 Q2	$396K	Sell	38,895 -416,202	-91%	-$4.69M	0.3%	35
2025 Q1	$5.27M	Buy	+455,097	New	+$5.03M	4.02%	7
2024 Q2	–	Sell	-11,698	Closed	-$142K	–	33
2024 Q1	$142K	Buy	11,698 +133	+1%	+$1.71K	0.15%	23
2023 Q4	$154K	Buy	+11,565	New	+$166K	0.2%	20

Other funds holding SPDN

OPOWM

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

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HAM

Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Moulton Wealth Management's SPDN Position: Q2 2026 in Review

Moulton Wealth Management opened a new position in Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q2 2026: 25,014 shares worth $217K. The stake represents 0.14% of the portfolio and ranks #65 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in SPDN as recently as Q3 2025.

Moulton Wealth Management first reported a position in SPDN in Q4 2023 and has held it in 6 quarters since. The position peaked at $5.27M in Q1 2025. 13 funds tracked by Wall St. Rank hold SPDN as of Q2 2026.

Moulton Wealth Management held 25,014 shares of Direxion Daily S&P 500 Bear 1X ETF worth $217K as of Q2 2026.
Direxion Daily S&P 500 Bear 1X ETF was a new Moulton Wealth Management position in Q2 2026.
Direxion Daily S&P 500 Bear 1X ETF made up 0.14% of Moulton Wealth Management's portfolio in Q2 2026, its #65 holding.
Moulton Wealth Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q4 2023 and has held it in 6 quarters since.
Moulton Wealth Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $5.27M in Q1 2025.
13 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2026.

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