Iron Gate Global Advisors LLC SPXL β€” DIREXION SHS ETF TR

Ownership history in Iron Gate Global Advisors LLC  Β·  2 quarters on record

AI Ownership Summary

Iron Gate Global Advisors LLC reported DIREXION SHS ETF TR (SPXL) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q4. The latest visible filing shows SPXL at 0.04% 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 Iron Gate 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
2025 Q4

SPXL was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q4

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 2025 Q4

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.

How Iron Gate Global Advisors LLC held SPXL β€” position size vs. price
% of Fund (quarterly)    SPXL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 1,686 -61 -3.5% 0.04% $372K 2026-02-17 $216.95
2025 Q3 INITIATED β€” β€” β€” 1,747 β€” β€” 0.04% $371K 2025-11-14 $212.45

FAQ About Iron Gate 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 Iron Gate Global Advisors LLC reported owning SPXL?

Iron Gate Global Advisors LLC reported SPXL across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported SPXL position in Iron Gate Global Advisors LLC's portfolio?

The largest reported portfolio weight for SPXL was 0.04% in 2025 Q4.

What is the latest reported SPXL position on this page?

The most recent filing on this page is 2025 Q4, when Iron Gate Global Advisors LLC reported 1,686 shares, equal to 0.04% of portfolio, with an estimated market value of $372K.

What does the chart on this SPXL ownership page compare?

The chart compares Iron Gate 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.

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