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 Q1	$136K	Buy	+13,664	New	+$130K	﹤0.01%	1516

Other funds holding SPDN

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Waverly Advisors's SPDN Position: Q1 2026 in Review

Waverly Advisors opened a new position in Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q1 2026: 13,664 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #1516 among its holdings.

52 funds tracked by Wall St. Rank hold SPDN as of Q1 2026.

Waverly Advisors held 13,664 shares of Direxion Daily S&P 500 Bear 1X ETF worth $136K as of Q1 2026.
Direxion Daily S&P 500 Bear 1X ETF was a new Waverly Advisors position in Q1 2026.
Direxion Daily S&P 500 Bear 1X ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1516 holding.
52 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.