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Venturi Wealth Management’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-10
Closed -$1.71K – 1644
2024
Q4 		$1.71K Sell
10
-7
-41% -$1.22K ﹤0.01% 1872
2024
Q3 		$2.8K Buy
17
+7
+70% +$1.04K ﹤0.01% 1612
2024
Q2 		$1.47K Hold
10
– – ﹤0.01% 1415
2024
Q1 		$1.35K Sell
10
-28
-74% -$3.29K ﹤0.01% 1307
2023
Q4 		$3.96K Buy
+38
New +$3.31K ﹤0.01% 1077
2023
Q3 		– Sell
-10
Closed -$900 – 1425
2023
Q2 		$900 Buy
+10
New +$775 ﹤0.01% 1030

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Venturi Wealth Management's SPXL Position: Q1 2025 in Review

Venturi Wealth Management sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q1 2025, closing a stake of 10 shares — an estimated $1.71K sold.

Venturi Wealth Management first reported a position in SPXL in Q2 2023 and held it in 6 quarters. The position peaked at $3.96K in Q4 2023. 130 funds tracked by Wall St. Rank hold SPXL as of Q1 2025.

  • Venturi Wealth Management reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 10 Direxion Daily S&P 500 Bull 3x ETF shares in Q1 2025, an estimated $1.71K.
  • Venturi Wealth Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q2 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $3.96K in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.