WWM
SPXL icon

Westwood Wealth Management’s Direxion Daily S&P 500 Bull 3x ETF SPXL Stock Holding History

Westwood Wealth Management’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
2026
Q2 		$4.69M Sell
17,335
-1,875
-10% -$474K 1.36% 17
2026
Q1 		$3.55M Buy
+19,210
New +$4.14M 1.39% 15
2025
Q4 		– Sell
-27,625
Closed -$5.85M – 126
2025
Q3 		$5.85M Sell
27,625
-6,400
-19% -$1.22M 2.15% 13
2025
Q2 		$5.9M Buy
34,025
+1,150
+3% +$162K 1.98% 11
2025
Q1 		$4.62M Sell
32,875
-600
-2% -$100K 1.99% 10
2024
Q4 		$5.65M Sell
33,475
-500
-1% -$87.1K 2.04% 11
2024
Q3 		$5.57M Buy
33,975
+800
+2% +$119K 2.18% 10
2024
Q2 		$4.85M Sell
33,175
-775
-2% -$102K 1.81% 12
2024
Q1 		$4.55M Buy
33,950
+4,200
+14% +$493K 2.23% 11
2023
Q4 		$3.09M Sell
29,750
-950
-3% -$82.7K 2.39% 8
2023
Q3 		$2.4M Sell
30,700
-500
-2% -$44.7K 1.59% 12
2023
Q2 		$2.81M Buy
31,200
+25
+0.1% +$1.94K 1.98% 11
2023
Q1 		$2.28M Buy
31,175
+4,025
+15% +$278K 2.03% 11
2022
Q4 		$1.69M Buy
27,150
+16,684
+159% +$1.08M 2.03% 9
2022
Q3 		$561K Buy
10,466
+4,880
+87% +$369K 0.5% 29
2022
Q2 		$366K Sell
5,586
-3,259
-37% -$286K 0.42% 30
2022
Q1 		$1.06M Buy
8,845
+6,505
+278% +$759K 0.41% 30
2021
Q4 		$336K Buy
+2,340
New +$305K 0.14% 40

Other funds holding SPXL

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
SF
Succession Financial Mckinney, Texas $105M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Westwood Wealth Management's SPXL Position: Q2 2026 in Review

Westwood Wealth Management reduced its Direxion Daily S&P 500 Bull 3x ETF (SPXL) stake by 9.8% in Q2 2026, selling an estimated $474K and leaving 17,335 shares worth $4.69M. The position accounts for 1.36% of the portfolio, ranked #17.

Westwood Wealth Management first reported a position in SPXL in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.9M in Q2 2025. 154 funds tracked by Wall St. Rank hold SPXL as of Q2 2026.

  • Westwood Wealth Management held 17,335 shares of Direxion Daily S&P 500 Bull 3x ETF worth $4.69M as of Q2 2026.
  • Westwood Wealth Management sold 1,875 Direxion Daily S&P 500 Bull 3x ETF shares in Q2 2026, an estimated $474K.
  • Direxion Daily S&P 500 Bull 3x ETF made up 1.36% of Westwood Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Westwood Wealth Management first reported a position in Direxion Daily S&P 500 Bull 3x ETF in Q4 2021 and has held it in 18 quarters since.
  • Westwood Wealth Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $5.9M in Q2 2025.
  • 154 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.