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Summit Financial Strategies’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Summit Financial Strategies’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 		$772K Sell
2,851
-40
-1% -$10.1K 0.05% 80
2026
Q1 		$535K Buy
2,891
+1,239
+75% +$267K 0.04% 95
2025
Q4 		$364K Sell
1,652
-948
-36% -$206K 0.03% 111
2025
Q3 		$551K Sell
2,600
-488
-16% -$93.1K 0.05% 86
2025
Q2 		$536K Sell
3,088
-154
-5% -$21.7K 0.05% 84
2025
Q1 		$455K Hold
3,242
– – 0.05% 90
2024
Q4 		$547K Sell
3,242
-43
-1% -$7.49K 0.06% 77
2024
Q3 		$539K Buy
3,285
+209
+7% +$31.2K 0.06% 76
2024
Q2 		$449K Sell
3,076
-200
-6% -$26.3K 0.06% 84
2024
Q1 		$439K Hold
3,276
– – 0.06% 85
2023
Q4 		$341K Sell
3,276
-1,777
-35% -$155K 0.05% 99
2023
Q3 		$395K Hold
5,053
– – 0.08% 79
2023
Q2 		$455K Hold
5,053
– – 0.08% 69
2023
Q1 		$370K Hold
5,053
– – 0.07% 83
2022
Q4 		$314K Buy
5,053
+250
+5% +$16.1K 0.07% 89
2022
Q3 		$257K Hold
4,803
– – 0.06% 99
2022
Q2 		$315K Buy
4,803
+1,080
+29% +$94.8K 0.07% 80
2022
Q1 		$446K Buy
3,723
+567
+18% +$66.1K 0.09% 68
2021
Q4 		$453K Sell
3,156
-885
-22% -$115K 0.09% 68
2021
Q3 		$432K Sell
4,041
-124
-3% -$14.4K 0.08% 71
2021
Q2 		$444K Hold
4,165
– – 0.09% 71
2021
Q1 		$354K Buy
4,165
+200
+5% +$15.7K 0.13% 47
2020
Q4 		$286K Sell
3,965
-924
-19% -$57.2K 0.1% 67
2020
Q3 		$257K Hold
4,889
– – 0.1% 64
2020
Q2 		$204K Buy
+4,889
New +$179K 0.09% 66
2020
Q1 		– Sell
-5,120
Closed -$338K – 69
2019
Q4 		$338K Hold
5,120
– – 0.17% 44
2019
Q3 		$268K Buy
5,120
+1,122
+28% +$58.1K 0.13% 48
2019
Q2 		$205K Sell
3,998
-1,572
-28% -$76.9K 0.1% 58
2019
Q1 		$260K Buy
+5,570
New +$232K 0.13% 46
2018
Q4 		– Sell
-5,348
Closed -$291K – 65
2018
Q3 		$291K Hold
5,348
– – 0.13% 39
2018
Q2 		$238K Hold
5,348
– – 0.12% 47
2018
Q1 		$221K Buy
5,348
+480
+10% +$22.4K 0.11% 48
2017
Q4 		$216K Buy
+4,868
New +$205K 0.11% 52

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
SFI
SUCCESSION FINANCIAL, INC. Mckinney, Texas $105M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Summit Financial Strategies's SPXL Position: Q2 2026 in Review

Summit Financial Strategies reduced its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 1.4% in Q2 2026, selling an estimated $10.1K and leaving 2,851 shares worth $772K. The position accounts for 0.05% of the portfolio, ranked #80.

Summit Financial Strategies first reported a position in SPXL in Q4 2017 and has held it in 33 quarters since. 72 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

  • Summit Financial Strategies held 2,851 shares of Direxion Daily S&P 500 Bull 3x ETF worth $772K as of Q2 2026.
  • Summit Financial Strategies sold 40 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2026, an estimated $10.1K.
  • Direxion Daily S&P 500 Bull 3x ETF made up 0.05% of Summit Financial Strategies's portfolio in Q2 2026, its #80 holding.
  • Summit Financial Strategies first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2017 and has held it in 33 quarters since.
  • 72 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.