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 Q3	$215K	Buy	25,355 +341	+1%	+$2.92K	0.15%	61
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%	+$1.7K	0.15%	23
2023 Q4	$154K	Buy	+11,565	New	+$166K	0.2%	20

Other funds holding SPDN

Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

Robinson Value Management San Antonio, Texas $183M AUM 16.72% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Wise Wealth Partners Phoenix, Arizona $54.6M AUM 9.99% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allred Capital Management Dallas, Texas $315M AUM 23.94% 1-Year Est. Return

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Moulton Wealth Management's SPDN Position: Q3 2026 in Review

Moulton Wealth Management increased its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 1.4% in Q3 2026, buying an estimated $2.92K and bringing the position to 25,355 shares worth $215K. The position accounts for 0.15% of the portfolio, ranked #61.

Moulton Wealth Management first reported a position in SPDN in Q4 2023 and has held it in 7 quarters since. The position peaked at $5.27M in Q1 2025. 45 funds tracked by Wall St. Rank hold SPDN as of Q3 2026.

Moulton Wealth Management held 25,355 shares of Direxion Daily S&P 500 Bear 1X ETF worth $215K as of Q3 2026.
Moulton Wealth Management bought 341 Direxion Daily S&P 500 Bear 1X ETF shares in Q3 2026, an estimated $2.92K.
Direxion Daily S&P 500 Bear 1X ETF made up 0.15% of Moulton Wealth Management's portfolio in Q3 2026, its #61 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 7 quarters since.
Moulton Wealth Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $5.27M in Q1 2025.
45 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q3 2026.

Based on Moulton Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.