SFP
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SwitchPoint Financial Planning’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

SwitchPoint Financial Planning’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
2025
Q2 		– Sell
-19,354
Closed -$224K – 63
2025
Q1 		$224K Hold
19,354
– – 0.21% 44
2024
Q4 		$213K Buy
+19,354
New +$213K 0.2% 46

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

SwitchPoint Financial Planning's SPDN Position: Q2 2025 in Review

SwitchPoint Financial Planning sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q2 2025, closing a stake of 19,354 shares — an estimated $224K sold.

SwitchPoint Financial Planning first reported a position in SPDN in Q4 2024 and held it in 2 quarters. The position peaked at $224K in Q1 2025. 49 funds tracked by Wall St. Rank hold SPDN as of Q2 2025.

  • SwitchPoint Financial Planning reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q2 2025 after selling out during the quarter.
  • SwitchPoint Financial Planning sold 19,354 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2025, an estimated $224K.
  • SwitchPoint Financial Planning first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q4 2024 and held it in 2 quarters.
  • SwitchPoint Financial Planning's Direxion Daily S&P 500 Bear 1X ETF position peaked at $224K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2025.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2025, filed 1 Aug 2025.