SPDN — DIREXION SHS ETF TR

Ownership history in HARMONY ASSET MANAGEMENT LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which HARMONY ASSET MANAGEMENT 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
0.41% (2025 Q4)
Avg. % of fund
0.35%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 130,695 +70,694 +117.8% 0.41% $1.2M $9.43
2025 Q1 INITIATED 60,001 — — 0.29% $695K $11.24
% 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% SB Capital Management Inc 0.38% Maltin Wealth Management, Inc. 3Y 0.37% A. D. Beadell Investment Counsel, Inc. 3Y 7Y 0.08% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.04%
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