SPWM
SPXL icon

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

Spartan Planning & 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
2023
Q4 		$45.9K Buy
+441
New +$38.4K 0.05% 145
2022
Q2 		– Sell
-461
Closed -$55K – 147
2022
Q1 		$55K Buy
+461
New +$53.8K 0.07% 84

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

Spartan Planning & Wealth Management's SPXL Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q4 2023: 441 shares worth $45.9K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in SPXL as recently as Q1 2022.

Spartan Planning & Wealth Management first reported a position in SPXL in Q1 2022 and has held it in 2 quarters since. The position peaked at $55K in Q1 2022. 109 funds tracked by Wall St. Rank hold SPXL as of Q4 2023.

  • Spartan Planning & Wealth Management held 441 shares of Direxion Daily S&P 500 Bull 3x ETF worth $45.9K as of Q4 2023.
  • Direxion Daily S&P 500 Bull 3x ETF was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Direxion Daily S&P 500 Bull 3x ETF made up 0.05% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #145 holding.
  • Spartan Planning & Wealth Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2022 and has held it in 2 quarters since.
  • Spartan Planning & Wealth Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $55K in Q1 2022.
  • 109 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.