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

Wealthstreet Investment 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
2021
Q2 		– Sell
-14,000
Closed -$241K – 285
2021
Q1 		$241K Hold
14,000
– – 0.02% 332
2020
Q4 		$258K Buy
+14,000
New +$274K 0.03% 316

Other funds holding SPDN

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
BA
Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Wealthstreet Investment Advisors's SPDN Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Direxion Daily S&P 500 Bear 1X ETF (SPDN) in Q2 2021, closing a stake of 14,000 shares — an estimated $241K sold.

Wealthstreet Investment Advisors first reported a position in SPDN in Q4 2020 and held it in 2 quarters. The position peaked at $258K in Q4 2020. 23 funds tracked by Wall St. Rank hold SPDN as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Direxion Daily S&P 500 Bear 1X ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 14,000 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2021, an estimated $241K.
  • Wealthstreet Investment Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q4 2020 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's Direxion Daily S&P 500 Bear 1X ETF position peaked at $258K in Q4 2020.
  • 23 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.