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Vista Finance’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Vista Finance’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
2024
Q4 		– Sell
-42,093
Closed -$471K – 59
2024
Q3 		$471K Sell
42,093
-32,749
-44% -$383K 0.64% 20
2024
Q2 		$881K Sell
74,842
-68,988
-48% -$848K 1.35% 15
2024
Q1 		$1.75M Sell
143,830
-99,635
-41% -$1.28M 4.36% 9
2023
Q4 		$3.24M Buy
243,465
+116,064
+91% +$1.66M 6.86% 5
2023
Q3 		$1.89M Buy
127,401
+31,086
+32% +$446K 2.76% 10
2023
Q2 		$1.37M Buy
96,315
+8,013
+9% +$122K 2.14% 11
2023
Q1 		$1.37M Buy
88,302
+10,680
+14% +$170K 1.94% 11
2022
Q4 		$1.28M Buy
+77,622
New +$1.29M 1.8% 11

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Vista Finance's SPDN Position: Q4 2024 in Review

Vista Finance sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q4 2024, closing a stake of 42,093 shares — an estimated $471K sold.

Vista Finance first reported a position in SPDN in Q4 2022 and held it in 8 quarters. The position peaked at $3.24M in Q4 2023. 43 funds tracked by Wall St. Rank hold SPDN as of Q4 2024.

  • Vista Finance reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q4 2024 after selling out during the quarter.
  • Vista Finance sold 42,093 Direxion Daily S&P 500 Bear 1X ETF shares in Q4 2024, an estimated $471K.
  • Vista Finance first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q4 2022 and held it in 8 quarters.
  • Vista Finance's Direxion Daily S&P 500 Bear 1X ETF position peaked at $3.24M in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q4 2024.

Based on Vista Finance's 13F filing for Q4 2024, filed 30 Jan 2025.