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

Tortoise Investment Management’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
2020
Q3 		– Sell
-1,360
Closed -$31K – 541
2020
Q2 		$31K Sell
1,360
-1,400
-51% -$34.3K 0.01% 261
2020
Q1 		$78K Buy
+2,760
New +$71K 0.02% 189

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tortoise Investment Management's SPDN Position: Q3 2020 in Review

Tortoise Investment Management sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q3 2020, closing a stake of 1,360 shares — an estimated $31K sold.

Tortoise Investment Management first reported a position in SPDN in Q1 2020 and held it in 2 quarters. The position peaked at $78K in Q1 2020. 24 funds tracked by Wall St. Rank hold SPDN as of Q3 2020.

  • Tortoise Investment Management reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q3 2020 after selling out during the quarter.
  • Tortoise Investment Management sold 1,360 Direxion Daily S&P 500 Bear 1X ETF shares in Q3 2020, an estimated $31K.
  • Tortoise Investment Management first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2020 and held it in 2 quarters.
  • Tortoise Investment Management's Direxion Daily S&P 500 Bear 1X ETF position peaked at $78K in Q1 2020.
  • 24 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q3 2020.

Based on Tortoise Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.