Dir DLY SP 500 BR 1X ETF-UsiSPDNETF

13F holders, Q1 2024 (March 31)
40holders
1famous investor
$12.17avg. 13F price*

At the end of Q1 2024, 40 institutions reported holding Dir DLY SP 500 BR 1X ETF-Usi (SPDN) in their 13F filings. The largest holders were Kaydan Wealth Management, Inc. ($24.7M), Leuthold Group, LLC ($21.2M) and Advisory Services Network, LLC ($4.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Dir DLY SP 500 BR 1X ETF-Usi
Filed as
DIREXION SHS ETF TR (Q1 2024)
CUSIP
25460E869
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 40Q1 2024Q2 2024: 39Q2 2024Q3 2024: 36Q3 2024Q4 2024: 43Q4 2024Q1 2025: 60Q1 2025Q2 2025: 49Q2 2025Q3 2025: 43Q3 2025Q4 2025: 46Q4 2025Q1 2026: 52Q1 2026Q2 2026: 56Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions4$3.3M
Exits15$25.2M

Ownership 40 holders

Kaydan Wealth Management, Inc. 8.41% Add +110.3% 2,027,786 $24.7M
Leuthold Group, LLC 2.38% Add +0.4% 1,738,497 $21.2M
Advisory Services Network, LLC 0.10% Reduce -28.5% 360,821 $4.4M
One Plus One Wealth Management, LLC 2.18% Add +106.5% 311,939 $3.8M
HRT Financial LP 0.02% Add +9.5% 229,576 $2.8M
Virtu Financial LLC 0.19% Reduce -21.5% 202,245 $2.5M
Envestnet Asset Management Inc. 0.00% Reduce -1.7% 187,669 $2.3M
Jane Street Group, LLC 0.00% New 177,087 $2.2M
Beacon Pointe Advisors, LLC 0.02% Reduce -0.3% 161,250 $2.0M
Vista Finance, LLC 4.39% Reduce -40.9% 143,830 $1.8M
Belpointe Asset Management LLC 0.13% Reduce -77.5% 139,795 $1.7M
Bison Wealth, LLC 0.21% Reduce -17.8% 107,249 $1.3M
JPMorgan Chase & Co. 0.00% Add +178.7% 104,193 $1.3M
Citadel Advisors 0.00% New 86,339 $1.1M
Sugar Maple Asset Management, LLC 1.00% — 85,500 $1.0M
Maltin Wealth Management, Inc. 0.41% Reduce -9.8% 59,823 $728K
Tower Research Capital LLC (TRC) 0.01% Reduce -90.5% 49,446 $602K
Integrated Wealth Concepts LLC 0.01% Reduce -49.1% 43,645 $531K
New Harbor Financial Group, LLC 0.19% Reduce -6.9% 42,711 $520K
LPL Financial LLC 0.00% Reduce -6.5% 28,739 $350K
Resonant Capital Advisors, LLC 0.03% No change 25,920 $315K
Captrust Financial Advisors 0.00% Add +0.5% 20,401 $248K
Flow Traders U.S. LLC 0.01% Add +0.7% 18,922 $230K
Lanham O'Dell & Company, Inc. 0.10% No change 16,736 $204K
Galvin, Gaustad & Stein, LLC 0.02% Reduce -41.1% 13,600 $166K
Verus Capital Partners, LLC 0.02% Reduce -31.1% 12,844 $156K
Moulton Wealth Management, Inc. 0.15% Add +1.1% 11,698 $142K
NovaPoint Capital, LLC 0.05% Reduce -47.7% 10,926 $133K
Ausdal Financial Partners, Inc. 0.02% Add +1.5% 10,821 $132K
Susquehanna International Group, LLP 0.00% Reduce -71.0% 10,212 $124K
Corient Private Wealth LP 0.00% New 10,000 $122K
Headlands Technologies LLC 0.03% Reduce -53.7% 8,995 $109K
Qube Research & Technologies Ltd 0.00% Add +13.5% 6,127 $75K
Wells Fargo & Company 0.00% No change 2,051 $25K
Spire Wealth Management 0.00% Add +1.2% 1,117 $14K
Osaic Holdings, Inc. 0.00% New 547 $7K
Cutler Group LLC / CA 0.00% Reduce -72.7% 600 $7K
TD Waterhouse Canada Inc. 0.00% No change 500 $6K
AllSquare Wealth Management LLC 0.00% Reduce -96.8% 100 $1K
Morgan Stanley 0.00% No change 1 $23

"% of holder's portfolio" is SPDN's weight in each manager's 13F, not the share of Dir DLY SP 500 BR 1X ETF-Usi the manager owns.