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

NewEdge Advisors’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	$4.93M	Sell	569,021 -272,679	-32%	-$2.45M	0.01%	785
2026 Q1	$8.37M	Buy	841,700 +345,450	+70%	+$3.29M	0.03%	502
2025 Q4	$4.68M	Buy	496,250 +496,185	+763,362%	+$4.73M	0.02%	685
2025 Q3	$625	Sell	65 -4,270	-99%	-$42.8K	﹤0.01%	3929
2025 Q2	$44.6K	Sell	4,335 -224,689	-98%	-$2.53M	﹤0.01%	2695
2025 Q1	$2.65M	Buy	+229,024	New	+$2.53M	0.02%	741

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

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

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

NewEdge Advisors's SPDN Position: Q2 2026 in Review

NewEdge Advisors reduced its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 32% in Q2 2026, selling an estimated $2.45M and leaving 569,021 shares worth $4.93M. The position accounts for 0.01% of the portfolio, ranked #785.

NewEdge Advisors first reported a position in SPDN in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.37M in Q1 2026. 56 funds tracked by Wall St. Rank hold SPDN as of Q2 2026.

NewEdge Advisors held 569,021 shares of Direxion Daily S&P 500 Bear 1X ETF worth $4.93M as of Q2 2026.
NewEdge Advisors sold 272,679 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2026, an estimated $2.45M.
Direxion Daily S&P 500 Bear 1X ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #785 holding.
NewEdge Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2025 and has held it in 6 quarters since.
NewEdge Advisors's Direxion Daily S&P 500 Bear 1X ETF position peaked at $8.37M in Q1 2026.
56 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.