AXXCESS WEALTH MANAGEMENT, LLC SPDN — DIREXION SHS ETF TR

Ownership history in AXXCESS WEALTH MANAGEMENT, LLC  ·  6 quarters on record

AI Ownership Summary

AXXCESS WEALTH MANAGEMENT, LLC reported DIREXION SHS ETF TR (SPDN) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows SPDN at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPDN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AXXCESS WEALTH MANAGEMENT, LLC's position in DIREXION SHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPDN was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPDN stock page AXXCESS WEALTH MANAGEMENT, LLC fund profile AXXCESS WEALTH MANAGEMENT, LLC full holdings
How AXXCESS WEALTH MANAGEMENT, LLC held SPDN — position size vs. price
% of Fund (quarterly)    SPDN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 219,645 +38,980 +21.6% 0.07% $2.2M 2026-04-29 $9.12
2025 Q4 REDUCED 7.6% +6.1% ❌ 180,665 -14,940 -7.6% 0.01% $1.7M 2026-02-06 $9.32
2025 Q3 ADDED — — — 195,605 +90,925 +86.9% 0.04% $1.9M 2025-11-07 $9.49
2025 Q2 REDUCED — — — 104,680 -1,720 -1.6% 0.03% $1.1M 2025-07-28 $9.83
2025 Q1 ADDED — — — 106,400 +29,415 +38.2% 0.03% $1.2M 2025-04-30 $11.14
2024 Q4 INITIATED — — — 76,985 — — 0.02% $848K 2025-02-10 $10.29

🏢 Other funds also holding SPDN

As of 2026 Q1 — sorted by position size

ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 5.89% Cushing Capital Partners, LLC 1.17% 4WEALTH ADVISORS, INC. 0.71% Maltin Wealth Management, Inc. 3Y 0.47% Ascentis Independent Advisors 3Y 0.17% A. D. Beadell Investment Counsel, Inc. 3Y 7Y 0.13% Resonant Capital Advisors, LLC 3Y 0.03% Belpointe Asset Management LLC 3Y 7Y 0.01% Cornerstone Wealth Management, LLC 3Y 7Y 0.01% SBI Securities Co., Ltd. 0.0%

FAQ About AXXCESS WEALTH MANAGEMENT, LLC and SPDN

These are the practical questions this page is built to answer before you even open the full history table.

How long has AXXCESS WEALTH MANAGEMENT, LLC reported owning SPDN?

AXXCESS WEALTH MANAGEMENT, LLC reported SPDN across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPDN position in AXXCESS WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for SPDN was 0.07% in 2026 Q1.

What is the latest reported SPDN position on this page?

The most recent filing on this page is 2026 Q1, when AXXCESS WEALTH MANAGEMENT, LLC reported 219,645 shares, equal to 0.07% of portfolio, with an estimated market value of $2.2M.

What does the chart on this SPDN ownership page compare?

The chart compares AXXCESS WEALTH MANAGEMENT, LLC's quarterly SPDN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AXXCESS WEALTH MANAGEMENT, LLC time their SPDN position?

Based on 13F filing dates vs. subsequent SPDN price moves, AXXCESS WEALTH MANAGEMENT, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SPDN relative to SPY over the holding period was -21.8%.

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