Shepherd Kaplan Krochuk’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Shepherd Kaplan Krochuk’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	$1.34M	Sell	134,712 -3,453	-2%	-$32.9K	1.13%	26
2025 Q4	$1.3M	Sell	138,165 -109,240	-44%	-$1.04M	1.08%	26
2025 Q3	$2.38M	Buy	247,405 +24,260	+11%	+$243K	1.95%	20
2025 Q2	$2.3M	Sell	223,145 -43,450	-16%	-$489K	2%	19
2025 Q1	$3.09M	Buy	266,595 +80	+0%	+$885	2.65%	16
2024 Q4	$2.93M	Buy	266,515 +139,766	+110%	+$1.54M	2.45%	19
2024 Q3	$1.42M	Sell	126,749 -69,936	-36%	-$817K	1.07%	28
2024 Q2	$2.31M	Buy	+196,685	New	+$2.42M	1.83%	19

Other funds holding SPDN

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B 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

Shepherd Kaplan Krochuk's SPDN Position: Q1 2026 in Review

Shepherd Kaplan Krochuk reduced its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 2.5% in Q1 2026, selling an estimated $32.9K and leaving 134,712 shares worth $1.34M. The position accounts for 1.13% of the portfolio, ranked #26.

Shepherd Kaplan Krochuk first reported a position in SPDN in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.09M in Q1 2025. 52 funds tracked by Wall St. Rank hold SPDN as of Q1 2026.

Shepherd Kaplan Krochuk held 134,712 shares of Direxion Daily S&P 500 Bear 1X ETF worth $1.34M as of Q1 2026.
Shepherd Kaplan Krochuk sold 3,453 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2026, an estimated $32.9K.
Direxion Daily S&P 500 Bear 1X ETF made up 1.13% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #26 holding.
Shepherd Kaplan Krochuk first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q2 2024 and has held it in 8 quarters since.
Shepherd Kaplan Krochuk's Direxion Daily S&P 500 Bear 1X ETF position peaked at $3.09M in Q1 2025.
52 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.