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

Waverly 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
2026
Q2 		$122K Buy
14,068
+404
+3% +$3.63K ﹤0.01% 1671
2026
Q1 		$136K Buy
+13,664
New +$130K ﹤0.01% 1516

Other funds holding SPDN

LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $187M AUM 26.16% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WWP
Wise Wealth Partners Phoenix, Arizona $58.8M AUM 18.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Waverly Advisors's SPDN Position: Q2 2026 in Review

Waverly Advisors increased its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 3% in Q2 2026, buying an estimated $3.63K and bringing the position to 14,068 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Waverly Advisors first reported a position in SPDN in Q1 2026 and has held it in 2 quarters since. The position peaked at $136K in Q1 2026. 56 funds tracked by Wall St. Rank hold SPDN as of Q2 2026.

  • Waverly Advisors held 14,068 shares of Direxion Daily S&P 500 Bear 1X ETF worth $122K as of Q2 2026.
  • Waverly Advisors bought 404 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2026, an estimated $3.63K.
  • Direxion Daily S&P 500 Bear 1X ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1671 holding.
  • Waverly Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2026 and has held it in 2 quarters since.
  • Waverly Advisors's Direxion Daily S&P 500 Bear 1X ETF position peaked at $136K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.