SWM
SPXL icon

SHP Wealth Management’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

SHP Wealth Management’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
2026
Q2 		– Sell
-8
Closed -$1.48K – 2073
2026
Q1 		$1.48K Hold
8
– – ﹤0.01% 1366
2025
Q4 		$1.76K Buy
+8
New +$1.74K ﹤0.01% 1155

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
SF
Succession Financial Mckinney, Texas $105M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SHP Wealth Management's SPXL Position: Q2 2026 in Review

SHP Wealth Management sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2026, closing a stake of 8 shares — an estimated $1.48K sold.

SHP Wealth Management first reported a position in SPXL in Q4 2025 and held it in 2 quarters. The position peaked at $1.76K in Q4 2025. 154 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

  • SHP Wealth Management reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 8 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2026, an estimated $1.48K.
  • SHP Wealth Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2025 and held it in 2 quarters.
  • SHP Wealth Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $1.76K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.