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

Wealthspire Advisors (Maryland)’s Portfolio SPXS Stock Details SPXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-100	Closed	-$78K	–	542
2020 Q2	$78K	Hold	100	–	–	0.01%	435
2020 Q1	$159K	Buy	+100	New	+$148K	0.01%	404
2019 Q2	–	Sell	-1	Closed	-$1K	–	1796
2019 Q1	$1K	Sell	1 -5	-83%	-$12K	﹤0.01%	2382
2018 Q4	$17K	Buy	6 +5	+500%	+$13.2K	﹤0.01%	1278
2018 Q3	$1K	Hold	1	–	–	﹤0.01%	2325
2018 Q2	$2K	Hold	1	–	–	﹤0.01%	2201
2018 Q1	$2K	Hold	1	–	–	﹤0.01%	2212
2017 Q4	$2K	Hold	1	–	–	﹤0.01%	2167
2017 Q3	$2K	Hold	1	–	–	﹤0.01%	2011
2017 Q2	$2K	Hold	1	–	–	﹤0.01%	2009
2017 Q1	$3K	Hold	1	–	–	﹤0.01%	1640
2016 Q4	$3K	Hold	1	–	–	﹤0.01%	1490
2016 Q3	$4K	Hold	1	–	–	﹤0.01%	1443
2016 Q2	$4K	Hold	1	–	–	﹤0.01%	1395
2016 Q1	$5K	Hold	1	–	–	﹤0.01%	1351
2015 Q4	$5K	Buy	+1	New	+$8.61K	﹤0.01%	1364

Other funds holding SPXS

HIC

Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPXS Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Direxion Daily S&P 500 Bear 3x ETF (SPXS) in Q3 2020, closing a stake of 100 shares — an estimated $78K sold.

Wealthspire Advisors (Maryland) first reported a position in SPXS in Q4 2015 and held it in 16 quarters. The position peaked at $159K in Q1 2020. 61 funds tracked by Wall St. Rank hold SPXS as of Q3 2020.

Wealthspire Advisors (Maryland) reported no remaining Direxion Daily S&P 500 Bear 3x ETF position as of Q3 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 100 Direxion Daily S&P 500 Bear 3x ETF shares in Q3 2020, an estimated $78K.
Wealthspire Advisors (Maryland) first reported a position in Direxion Daily S&P 500 Bear 3x ETF in Q4 2015 and held it in 16 quarters.
Wealthspire Advisors (Maryland)'s Direxion Daily S&P 500 Bear 3x ETF position peaked at $159K in Q1 2020.
61 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 3x ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.