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Orion Portfolio Solutions’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Orion Portfolio Solutions’s Portfolio SPXL Stock Details SPXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-66,645
Closed -$5.21M – 1748
2023
Q3 		$5.21M Buy
66,645
+5,488
+9% +$491K 0.06% 289
2023
Q2 		$5.5M Buy
+61,157
New +$4.74M 0.06% 307
2020
Q3 		– Sell
-4
Closed – – 1824
2020
Q2 		$0 Hold
4
– – ﹤0.01% 2445
2020
Q1 		$0 Hold
4
– – ﹤0.01% 2277
2019
Q4 		$0 Buy
+4
New +$232 ﹤0.01% 1942

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Orion Portfolio Solutions's SPXL Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q4 2023, closing a stake of 66,645 shares — an estimated $5.21M sold.

Orion Portfolio Solutions first reported a position in SPXL in Q4 2019 and held it in 5 quarters. The position peaked at $5.5M in Q2 2023. 109 funds tracked by Wall St. Rank hold SPXL as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 66,645 Direxion Daily S&P 500 Bull 3x ETF shares in Q4 2023, an estimated $5.21M.
  • Orion Portfolio Solutions first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2019 and held it in 5 quarters.
  • Orion Portfolio Solutions's Direxion Daily S&P 500 Bull 3x ETF position peaked at $5.5M in Q2 2023.
  • 109 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.