Dir DLY SP 500 BR 1X ETF-UsiSPDNETF

13F holders, Q4 2024 (December 31)
43holders +7
13new positions
9sold out
1famous investor
$11.02avg. 13F price*

At the end of Q4 2024, 43 institutions reported holding Dir DLY SP 500 BR 1X ETF-Usi (SPDN) in their 13F filings, up 7 from Q3 2024. 13 opened new positions and 9 sold out. The largest holders were Leuthold Group, LLC ($15.8M), Bison Wealth, LLC ($13.1M) and Kaydan Wealth Management, Inc. ($10.6M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions13$8.3M
Exits9$3.7M

All 13F filers, Q3 2024 → Q4 2024: 1,338,202 shares bought and 2,885,471 shares sold, net −1,547,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 43 holders

Leuthold Group, LLC 1.90% Reduce -3.3% 1,434,086 $15.8M
Bison Wealth, LLC 1.61% — 1,193,472 $13.1M
Kaydan Wealth Management, Inc. 3.52% Reduce -50.9% 961,512 $10.6M
One Plus One Wealth Management, LLC 5.09% Reduce -30.8% 787,208 $8.7M
Bison Wealth, LLC 0.93% New 384,703 $4.2M
Envestnet Asset Management Inc. 0.00% Add +78.0% 269,965 $3.0M
Shepherd Kaplan Krochuk, LLC 2.45% Add +110.3% 266,515 $2.9M
Citadel Advisors 0.00% Reduce -83.9% 208,133 $2.3M
Belpointe Asset Management LLC 0.12% Reduce -1.2% 175,834 $2.0M
Advisory Services Network, LLC 0.03% Reduce -6.4% 160,887 $1.8M
ORG Partners LLC 0.20% Add +3697.7% 131,590 $1.4M
JPMorgan Chase & Co. 0.00% New 130,475 $1.4M
HRT Financial LP 0.01% Add +11.8% 124,373 $1.4M
Beacon Pointe Advisors, LLC 0.01% Reduce -28.7% 109,100 $1.2M
Two Sigma Securities, LLC 0.22% Add +208.4% 108,678 $1.2M
Jane Street Group, LLC 0.00% Add +83.7% 89,997 $991K
Choreo, LLC 0.01% Add +197.6% 76,867 $852K
Axxcess Wealth Management, LLC 0.02% New 76,985 $848K
Maltin Wealth Management, Inc. 0.25% Reduce -15.4% 46,178 $508K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +53.3% 46,000 $498K
Tower Research Capital LLC (TRC) 0.01% New 42,398 $467K
Orion Porfolio Solutions, LLC 0.00% New 35,709 $393K
Orion Portfolio Solutions, LLC 0.00% New 35,709 $393K
Aspiriant, LLC 0.01% No change 29,790 $328K
Resonant Capital Advisors, LLC 0.02% No change 21,324 $235K
Captrust Financial Advisors 0.00% Reduce -0.7% 20,101 $221K
SwitchPoint Financial Planning, LLC 0.20% — 19,354 $213K
Focus Partners Wealth 0.00% New 18,826 $207K
Townsquare Capital LLC 0.00% Add +34.7% 18,113 $199K
Kovack Advisors, Inc. 0.01% New 12,200 $134K
Flow Traders U.S. LLC 0.00% New 10,801 $119K
Synergy Asset Management, LLC 0.00% New 4,229 $47K
Headlands Technologies LLC 0.00% Reduce -39.5% 2,289 $25K
Spire Wealth Management 0.00% Add +2.5% 929 $10K
SBI Securities Co., Ltd. 0.00% — 869 $10K
Avior Wealth Management, LLC 0.00% New 352 $4K
Darwin Wealth Management, LLC 0.00% No change 350 $4K
Qube Research & Technologies Ltd 0.00% New 193 $2K
BNP Paribas Financial Markets 0.00% New 160 $2K
AllSquare Wealth Management LLC 0.00% No change 100 $1K
UBS Group AG 0.00% Reduce -98.2% 93 $1K
Morgan Stanley 0.00% Reduce -99.0% 13 $143
Wells Fargo & Company 0.00% Add +100.0% 2 $19

"% 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.