SF
SPXL icon

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

Summit Financial’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 		$875K Buy
3,231
+100
+3% +$25.3K 0.01% 884
2026
Q1 		$579K Buy
3,131
+1,230
+65% +$265K 0.01% 947
2025
Q4 		$419K Sell
1,901
-84
-4% -$18.3K 0.01% 944
2025
Q3 		$421K Buy
1,985
+344
+21% +$65.6K 0.01% 943
2025
Q2 		$286K Buy
1,641
+72
+5% +$10.1K 0.01% 694
2025
Q1 		$220K Buy
+1,569
New +$262K 0.01% 677

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
SF
Succession Financial Mckinney, Texas $105M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Summit Financial's SPXL Position: Q2 2026 in Review

Summit Financial increased its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 3.2% in Q2 2026, buying an estimated $25.3K and bringing the position to 3,231 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #884.

Summit Financial first reported a position in SPXL in Q1 2025 and has held it in 6 quarters since. 152 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

  • Summit Financial held 3,231 shares of Direxion Daily S&P 500 Bull 3x ETF worth $875K as of Q2 2026.
  • Summit Financial bought 100 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2026, an estimated $25.3K.
  • Direxion Daily S&P 500 Bull 3x ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #884 holding.
  • Summit Financial first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q1 2025 and has held it in 6 quarters since.
  • 152 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.