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

Rockport Wealth’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 		– Sell
-2,904,522
Closed -$28.9M – 113
2026
Q1 		$28.9M Buy
2,904,522
+105,788
+4% +$1.01M 5.26% 3
2025
Q4 		$26.4M Buy
+2,798,734
New +$26.7M 5.13% 6
2025
Q2 		– Sell
-124,947
Closed -$1.45M – 88
2025
Q1 		$1.45M Buy
+124,947
New +$1.38M 0.51% 29

Other funds holding SPDN

OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 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
CCP
Cushing Capital Partners Delafield, Wisconsin $145M AUM 15.89% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $372M AUM 37.39% 1-Year Est. Return

Rockport Wealth's SPDN Position: Q2 2026 in Review

Rockport Wealth sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q2 2026, closing a stake of 2,904,522 shares — an estimated $28.9M sold.

Rockport Wealth first reported a position in SPDN in Q1 2025 and held it in 3 quarters. The position peaked at $28.9M in Q1 2026. 19 funds tracked by Wall St. Rank hold SPDN as of Q2 2026.

  • Rockport Wealth reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q2 2026 after selling out during the quarter.
  • Rockport Wealth sold 2,904,522 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2026, an estimated $28.9M.
  • Rockport Wealth first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2025 and held it in 3 quarters.
  • Rockport Wealth's Direxion Daily S&P 500 Bear 1X ETF position peaked at $28.9M in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.