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TCI Wealth Advisors’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-20
Closed -$310 – 1954
2023
Q1 		$310 Hold
20
– – ﹤0.01% 2282
2022
Q4 		$330 Hold
20
– – ﹤0.01% 2271
2022
Q3 		$0 Hold
20
– – ﹤0.01% 2561
2022
Q2 		$0 Sell
20
-10
-33% -$159 ﹤0.01% 2497
2022
Q1 		$0 Sell
30
-10
-25% -$149 ﹤0.01% 2438
2021
Q4 		$1K Sell
40
-10
-20% -$146 ﹤0.01% 2233
2021
Q3 		$1K Buy
50
+10
+25% +$153 ﹤0.01% 2307
2021
Q2 		$1K Sell
40
-10
-20% -$163 ﹤0.01% 2252
2021
Q1 		$1K Buy
50
+20
+67% +$356 ﹤0.01% 2109
2020
Q4 		$1K Sell
30
-20
-40% -$391 ﹤0.01% 1451
2020
Q3 		$1K Buy
50
+20
+67% +$425 ﹤0.01% 1424
2020
Q2 		$1K Buy
+30
New +$735 ﹤0.01% 1349

Other funds holding SPDN

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $9.46M AUM 13.58% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

TCI Wealth Advisors's SPDN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q2 2023, closing a stake of 20 shares — an estimated $310 sold.

TCI Wealth Advisors first reported a position in SPDN in Q2 2020 and held it in 12 quarters. The position peaked at $1K in Q4 2021. 46 funds tracked by Wall St. Rank hold SPDN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 20 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2023, an estimated $310.
  • TCI Wealth Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q2 2020 and held it in 12 quarters.
  • TCI Wealth Advisors's Direxion Daily S&P 500 Bear 1X ETF position peaked at $1K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.