Dir DLY SP 500 BR 1X ETF-UsiSPDNETF

13F holders, Q2 2024 (June 30)
39holders −1
9new positions
9sold out
1famous investor
$11.78avg. 13F price*

At the end of Q2 2024, 39 institutions reported holding Dir DLY SP 500 BR 1X ETF-Usi (SPDN) in their 13F filings, down 1 from Q1 2024. 9 opened new positions and 9 sold out. The largest holders were Kaydan Wealth Management, Inc. ($23.3M), Leuthold Group, LLC ($20.1M) and One Plus One Wealth Management, LLC ($12.9M). 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 (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions9$3.8M
Exits9$3.7M

All 13F filers, Q1 2024 → Q2 2024: 1,359,658 shares bought and 1,061,804 shares sold, net +297,854 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Kaydan Wealth Management, Inc. 8.27% Reduce -2.3% 1,981,957 $23.3M
Leuthold Group, LLC 2.33% Reduce -1.6% 1,711,236 $20.1M
One Plus One Wealth Management, LLC 7.40% Add +252.0% 1,097,892 $12.9M
Citadel Advisors 0.00% Add +158.2% 222,896 $2.6M
Shepherd Kaplan Krochuk, LLC 1.83% New 196,685 $2.3M
Envestnet Asset Management Inc. 0.00% Add +0.4% 188,490 $2.2M
Advisory Services Network, LLC 0.04% Reduce -52.4% 171,909 $2.0M
Beacon Pointe Advisors, LLC 0.02% Add +5.9% 170,800 $2.0M
Belpointe Asset Management LLC 0.12% Add +2.7% 143,519 $1.7M
Bison Wealth, LLC 0.21% No change 107,249 $1.3M
Virtu Financial LLC 0.09% Reduce -45.5% 110,244 $1.3M
Susquehanna International Group, LLP 0.00% Add +790.9% 90,980 $1.1M
Sugar Maple Asset Management, LLC 0.92% Reduce -5.8% 80,500 $947K
Vista Finance, LLC 1.35% Reduce -48.0% 74,842 $881K
Maltin Wealth Management, Inc. 0.33% Reduce -12.8% 52,143 $614K
Jane Street Group, LLC 0.00% Reduce -72.6% 48,557 $572K
HRT Financial LP 0.00% Reduce -80.1% 45,688 $537K
Flow Traders U.S. LLC 0.02% Add +88.1% 35,590 $419K
Choreo, LLC 0.01% New 32,083 $377K
Aspiriant, LLC 0.01% New 29,790 $351K
Resonant Capital Advisors, LLC 0.03% No change 25,920 $309K
Creative Planning 0.00% New 24,000 $282K
Captrust Financial Advisors 0.00% Reduce -0.7% 20,251 $238K
Lanham O'Dell & Company, Inc. 0.11% No change 16,736 $197K
Townsquare Capital LLC 0.00% New 15,589 $183K
Galvin, Gaustad & Stein, LLC 0.02% No change 13,600 $160K
Level Four Advisory Services, LLC 0.01% New 12,151 $143K
Verus Capital Partners, LLC 0.01% Reduce -13.9% 11,055 $130K
Ausdal Financial Partners, Inc. 0.01% Reduce -1.9% 10,610 $125K
Strategic Investment Solutions, Inc. 0.03% — 7,065 $83K
Headlands Technologies LLC 0.01% Reduce -22.4% 6,981 $82K
ORG Partners LLC 0.01% New 6,419 $75K
EdgeRock Capital LLC 0.03% New 3,606 $42K
UBS Group AG 0.00% New 3,482 $41K
Osaic Holdings, Inc. 0.00% Add +331.1% 2,358 $28K
Spire Wealth Management 0.00% No change 1,117 $13K
Qube Research & Technologies Ltd 0.00% Reduce -92.1% 485 $6K
AllSquare Wealth Management LLC 0.00% No change 100 $1K
Morgan Stanley 0.00% Add +100.0% 2 $25

"% 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.