WWM
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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
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 		$1.06K 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
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Westwood Wealth Management's SPXL Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in Direxion Daily S&P 500 Bull 3x ETF (SPXL) in Q1 2026: 19,210 shares worth $3.55M. The stake represents 1.39% of the portfolio and ranks #15 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in SPXL as recently as Q3 2025.

Westwood Wealth Management first reported a position in SPXL in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.9M in Q2 2025. 137 funds tracked by Wall St. Rank hold SPXL as of Q1 2026.

  • Westwood Wealth Management held 19,210 shares of Direxion Daily S&P 500 Bull 3x ETF worth $3.55M as of Q1 2026.
  • Direxion Daily S&P 500 Bull 3x ETF was a new Westwood Wealth Management position in Q1 2026.
  • Direxion Daily S&P 500 Bull 3x ETF made up 1.39% of Westwood Wealth Management's portfolio in Q1 2026, its #15 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 17 quarters since.
  • Westwood Wealth Management's Direxion Daily S&P 500 Bull 3x ETF position peaked at $5.9M in Q2 2025.
  • 137 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bull 3x ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.