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Wealthspire Advisors (New York)’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Wealthspire Advisors (New York)’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
2023
Q1 		– Sell
-11,209
Closed -$185K – 589
2022
Q4 		$185K Buy
+11,209
New +$186K ﹤0.01% 547

Other funds holding SPDN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspire Advisors (New York)'s SPDN Position: Q1 2023 in Review

Wealthspire Advisors (New York) sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q1 2023, closing a stake of 11,209 shares — an estimated $185K sold.

Wealthspire Advisors (New York) first reported a position in SPDN in Q4 2022 and held it in 1 quarter. The position peaked at $185K in Q4 2022. 44 funds tracked by Wall St. Rank hold SPDN as of Q1 2023.

  • Wealthspire Advisors (New York) reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q1 2023 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 11,209 Direxion Daily S&P 500 Bear 1X ETF shares in Q1 2023, an estimated $185K.
  • Wealthspire Advisors (New York) first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q4 2022 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Direxion Daily S&P 500 Bear 1X ETF position peaked at $185K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q1 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2023, filed 9 May 2023.