Steward Partners Investment Advisory’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Steward Partners Investment Advisory’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	$51.2K	Hold	5,149	–	–	﹤0.01%	2762
2025 Q4	$48.6K	Buy	+5,149	New	+$49.1K	﹤0.01%	2686
2023 Q4	–	Sell	-1,130	Closed	-$16.8K	–	3576
2023 Q3	$16.8K	Hold	1,130	–	–	﹤0.01%	2399
2023 Q2	$16.1K	Hold	1,130	–	–	﹤0.01%	2388
2023 Q1	$17.5K	Hold	1,130	–	–	﹤0.01%	2302
2022 Q4	$18.7K	Hold	1,130	–	–	﹤0.01%	2259
2022 Q3	$20K	Sell	1,130 -565	-33%	-$9.15K	﹤0.01%	2233
2022 Q2	$29K	Hold	1,695	–	–	﹤0.01%	2066
2022 Q1	$25K	Hold	1,695	–	–	﹤0.01%	2268
2021 Q4	$24K	Hold	1,695	–	–	﹤0.01%	2253
2021 Q3	$27K	Hold	1,695	–	–	﹤0.01%	2192
2021 Q2	$27K	Buy	+1,695	New	+$27.7K	﹤0.01%	4454

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

Steward Partners Investment Advisory's SPDN Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Direxion Daily S&P 500 Bear 1X ETF (SPDN) position steady in Q1 2026 at 5,149 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

Steward Partners Investment Advisory first reported a position in SPDN in Q2 2021 and has held it in 12 quarters since. 52 funds tracked by Wall St. Rank hold SPDN as of Q1 2026.

Steward Partners Investment Advisory held 5,149 shares of Direxion Daily S&P 500 Bear 1X ETF worth $51.2K as of Q1 2026.
Steward Partners Investment Advisory left its Direxion Daily S&P 500 Bear 1X ETF share count unchanged in Q1 2026.
Direxion Daily S&P 500 Bear 1X ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2762 holding.
Steward Partners Investment Advisory first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q2 2021 and has held it in 12 quarters since.
52 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.