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Sterling Investment Advisors (Pennsylvania)’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2023
Q4 		– Sell
-10,400
Closed -$154K – 140
2023
Q3 		$154K Buy
+10,400
New +$149K 0.05% 128

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KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SPDN Position: Q4 2023 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q4 2023, closing a stake of 10,400 shares — an estimated $154K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SPDN in Q3 2023 and held it in 1 quarter. The position peaked at $154K in Q3 2023. 51 funds tracked by Wall St. Rank hold SPDN as of Q4 2023.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q4 2023 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 10,400 Direxion Daily S&P 500 Bear 1X ETF shares in Q4 2023, an estimated $154K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q3 2023 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Direxion Daily S&P 500 Bear 1X ETF position peaked at $154K in Q3 2023.
  • 51 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q4 2023.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2023, filed 9 Feb 2024.