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Strategic Investment Solutions’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Strategic Investment Solutions’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
2024
Q4 		– Sell
-7,065
Closed -$79.1K – 688
2024
Q3 		$79.1K Hold
7,065
– – 0.02% 162
2024
Q2 		$82.7K Buy
+7,065
New +$86.9K 0.03% 153
2023
Q4 		$90.1K Sell
6,783
-414,966
-98% -$5.95M 0.02% 345
2023
Q3 		$6.05M Buy
421,749
+415,179
+6,319% +$5.95M 0.07% 124
2023
Q2 		$100K Hold
6,570
– – 0.02% 215
2023
Q1 		$102K Buy
+6,570
New +$105K 0.02% 253

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Strategic Investment Solutions's SPDN Position: Q4 2024 in Review

Strategic Investment Solutions sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q4 2024, closing a stake of 7,065 shares — an estimated $79.1K sold.

Strategic Investment Solutions first reported a position in SPDN in Q1 2023 and held it in 6 quarters. The position peaked at $6.05M in Q3 2023. 43 funds tracked by Wall St. Rank hold SPDN as of Q4 2024.

  • Strategic Investment Solutions reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Investment Solutions sold 7,065 Direxion Daily S&P 500 Bear 1X ETF shares in Q4 2024, an estimated $79.1K.
  • Strategic Investment Solutions first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2023 and held it in 6 quarters.
  • Strategic Investment Solutions's Direxion Daily S&P 500 Bear 1X ETF position peaked at $6.05M in Q3 2023.
  • 43 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q4 2024.

Based on Strategic Investment Solutions's 13F filing for Q4 2024, filed 13 Feb 2025.