HALBERT HARGROVE GLOBAL ADVISORS, LLC SPXL — DIREXION SHS ETF TR

Ownership history in HALBERT HARGROVE GLOBAL ADVISORS, LLC  ·  5 quarters on record

AI Ownership Summary

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported DIREXION SHS ETF TR (SPXL) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. The latest visible filing shows SPXL at 0.00% 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 SPXL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HALBERT HARGROVE GLOBAL ADVISORS, 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 Q3

SPXL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q3

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.

SPXL stock page HALBERT HARGROVE GLOBAL ADVISORS, LLC fund profile HALBERT HARGROVE GLOBAL ADVISORS, LLC full holdings
How HALBERT HARGROVE GLOBAL ADVISORS, LLC held SPXL — position size vs. price
% of Fund (quarterly)    SPXL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 167 — 0% 0.00% $47K 2026-10-16 $nan
2026 Q2 REDUCED 10.7% +5.3% ❌ 167 -20 -10.7% 0.00% $45K 2026-07-21 $270.75
2026 Q1 ADDED — — — 187 +66 +54.5% 0.00% $35K 2026-04-17 $238.02
2025 Q4 UNCHANGED — — — 121 — 0% 0.00% $27K 2026-01-23 $224.40
2025 Q3 INITIATED — — — 121 — — 0.00% $26K 2025-10-16 $203.89

🏢 Other funds also holding SPXL

As of 2026 Q3 — sorted by position size

SUCCESSION FINANCIAL, INC. 37.65% Howard Capital Management, LLC 3Y 7Y 4.71% Gainplan LLC 3Y 7Y 3.54% Blue Sky Capital Consultants Group, Inc. 2.04% Timothy G. Youngquist 2020 Irrevocable Trust 2.01% Millennium Capital Advisors, LLC 0.52% Encompass More Asset Management 0.48% Discipline Wealth Solutions, LLC 0.21% New Perspectives, Inc 3Y 0.16% Concurrent Investment Advisors, LLC 0.07%

FAQ About HALBERT HARGROVE GLOBAL ADVISORS, LLC and SPXL

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

How long has HALBERT HARGROVE GLOBAL ADVISORS, LLC reported owning SPXL?

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported SPXL across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported SPXL position in HALBERT HARGROVE GLOBAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for SPXL was 0.00% in 2026 Q3.

What is the latest reported SPXL position on this page?

The most recent filing on this page is 2026 Q3, when HALBERT HARGROVE GLOBAL ADVISORS, LLC reported 167 shares, equal to 0.00% of portfolio, with an estimated market value of $47K.

What does the chart on this SPXL ownership page compare?

The chart compares HALBERT HARGROVE GLOBAL ADVISORS, LLC's quarterly SPXL 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 HALBERT HARGROVE GLOBAL ADVISORS, LLC time their SPXL position?

Based on 13F filing dates vs. subsequent SPXL price moves, HALBERT HARGROVE GLOBAL ADVISORS, LLC correctly timed 3 out of 3 reported position changes (100%).

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