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Rockbridge Investment Management’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Rockbridge Investment Management’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
2021
Q1 		– Sell
-4,550
Closed -$84K – 755
2020
Q4 		$84K Sell
4,550
-550
-11% -$10.8K 0.02% 221
2020
Q3 		$106K Buy
5,100
+1,000
+24% +$21.2K 0.03% 185
2020
Q2 		$94K Buy
+4,100
New +$101K 0.02% 176

Other funds holding SPDN

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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
BA
Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Rockbridge Investment Management's SPDN Position: Q1 2021 in Review

Rockbridge Investment Management sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q1 2021, closing a stake of 4,550 shares — an estimated $84K sold.

Rockbridge Investment Management first reported a position in SPDN in Q2 2020 and held it in 3 quarters. The position peaked at $106K in Q3 2020. 25 funds tracked by Wall St. Rank hold SPDN as of Q1 2021.

  • Rockbridge Investment Management reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 4,550 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2021, an estimated $84K.
  • Rockbridge Investment Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q2 2020 and held it in 3 quarters.
  • Rockbridge Investment Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $106K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.