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

Muhlenkamp & Co’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
2022
Q4 		– Sell
-652,921
Closed -$11.7M – 28
2022
Q3 		$11.7M Buy
+652,921
New +$10.6M 5.21% 5

Other funds holding SPDN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Muhlenkamp & Co's SPDN Position: Q4 2022 in Review

Muhlenkamp & Co sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q4 2022, closing a stake of 652,921 shares — an estimated $11.7M sold.

Muhlenkamp & Co first reported a position in SPDN in Q3 2022 and held it in 1 quarter. The position peaked at $11.7M in Q3 2022. 72 funds tracked by Wall St. Rank hold SPDN as of Q4 2022.

  • Muhlenkamp & Co reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q4 2022 after selling out during the quarter.
  • Muhlenkamp & Co sold 652,921 Direxion Daily S&P 500 Bear 1X ETF shares in Q4 2022, an estimated $11.7M.
  • Muhlenkamp & Co first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q3 2022 and held it in 1 quarter.
  • Muhlenkamp & Co's Direxion Daily S&P 500 Bear 1X ETF position peaked at $11.7M in Q3 2022.
  • 72 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q4 2022.

Based on Muhlenkamp & Co's 13F filing for Q4 2022, filed 31 Jan 2023.