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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
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

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $237M AUM 42.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $74.2M AUM