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Newbridge Financial Services Group’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Newbridge Financial Services Group’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
2023
Q3 		– Sell
-9,200
Closed -$131K – 1390
2023
Q2 		$131K Sell
9,200
-1,500
-14% -$22.8K 0.06% 260
2023
Q1 		$166K Hold
10,700
– – 0.09% 226
2022
Q4 		$177K Buy
10,700
+5,010
+88% +$83K 0.1% 198
2022
Q3 		$102K Buy
5,690
+4,740
+499% +$76.8K 0.06% 296
2022
Q2 		$16K Buy
+950
New +$15.2K 0.01% 728

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Newbridge Financial Services Group's SPDN Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q3 2023, closing a stake of 9,200 shares — an estimated $131K sold.

Newbridge Financial Services Group first reported a position in SPDN in Q2 2022 and held it in 5 quarters. The position peaked at $177K in Q4 2022. 49 funds tracked by Wall St. Rank hold SPDN as of Q3 2023.

  • Newbridge Financial Services Group reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q3 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 9,200 Direxion Daily S&P 500 Bear 1X ETF shares in Q3 2023, an estimated $131K.
  • Newbridge Financial Services Group first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q2 2022 and held it in 5 quarters.
  • Newbridge Financial Services Group's Direxion Daily S&P 500 Bear 1X ETF position peaked at $177K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.