WAM
SPXL icon

Wealthspire Advisors (Maryland)’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q2 		– Sell
-800
Closed -$17K – 1797
2016
Q1 		$17K Sell
800
-400
-33% -$7.16K ﹤0.01% 1023
2015
Q4 		$25K Buy
+1,200
New +$25.3K ﹤0.01% 908

Other funds holding SPXL

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPXL Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q2 2016, closing a stake of 800 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in SPXL in Q4 2015 and held it in 2 quarters. The position peaked at $25K in Q4 2015. 40 funds tracked by Wall St. Rank hold SPXL as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Direxion Daily S&P 500 Bull 3x ETF position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 800 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2016, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Direxion Daily S&P 500 Bull 3x ETF position peaked at $25K in Q4 2015.
  • 40 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.