SPDN — DIREXION SHS ETF TR

Ownership history in Bison Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in DIREXION SHS ETF TR (SPDN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.93% (2024 Q4)
Avg. % of fund
0.34%
First filed
2023 Q3
Last filed
2024 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 384,703 +277,454 +258.7% 0.93% $4.2M $10.61
2024 Q2 UNCHANGED 107,249 — 0% 0.21% $1.3M $11.05
2024 Q1 REDUCED 107,249 -23,253 -17.8% 0.21% $1.3M $11.27
2023 Q4 ADDED 130,502 +116,217 +813.6% 0.31% $1.7M $12.17
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPDN price (monthly, adj. close)

Other funds also holding SPDN

As of 2025 Q4 — sorted by position size

Rockport Wealth LLC 5.13% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 4.49% LEUTHOLD GROUP, LLC 3Y 7Y 2.38% SHEPHERD KAPLAN KROCHUK, LLC 3Y 7Y 1.08% Fortis Advisors, LLC 3Y 7Y 0.52% Allred Capital Management, LLC 3Y 7Y 0.43% HARMONY ASSET MANAGEMENT LLC 0.41% SB Capital Management Inc 0.38% Maltin Wealth Management, Inc. 3Y 0.37% A. D. Beadell Investment Counsel, Inc. 3Y 7Y 0.08%
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