Spire Wealth Management DFEN DIREXION SHS ETF TR

Ownership history in Spire Wealth Management  ·  9 quarters on record

AI Ownership Summary

Spire Wealth Management reported DIREXION SHS ETF TR (DFEN) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows DFEN 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management'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

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

High-water mark
Peak Conviction
0.0% 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 Q3 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.

How Spire Wealth Management held DFEN — position size vs. price
% of Fund (quarterly)    DFEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 513 +1 +0.2% 0.00% $32K 2026-04-22 $62.12
2025 Q4 ADDED 512 +44 +9.4% 0.00% $33K 2026-01-14 $87.40
2025 Q3 ADDED 468 +1 +0.2% 0.00% $32K 2025-10-23 $67.20
2025 Q2 UNCHANGED 467 0% 0.00% $24K 2025-08-04 $53.55
2025 Q1 UNCHANGED 467 0% 0.00% $14K 2025-04-23 $24.46
2024 Q4 ADDED 467 +54 +13.1% 0.00% $13K 2025-01-24 $30.69
2024 Q3 ADDED 413 +38 +10.1% 0.00% $15K 2024-10-15 $30.46
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Spire Wealth Management and DFEN

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

How long has Spire Wealth Management reported owning DFEN?

Spire Wealth Management reported DFEN across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported DFEN position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for DFEN was 0.00% in 2026 Q1.

What is the latest reported DFEN position on this page?

The most recent filing on this page is 2026 Q1, when Spire Wealth Management reported 513 shares, equal to 0.00% of portfolio, with an estimated market value of $32K.

What does the chart on this DFEN ownership page compare?

The chart compares Spire Wealth Management's quarterly DFEN 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 Spire Wealth Management time their DFEN position?

Based on 13F filing dates vs. subsequent DFEN price moves, Spire Wealth Management correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on DFEN relative to SPY over the holding period was +30.5%.

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