|
|
|
This page summarizes the SPXL holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether SPXL is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing SPXL Share Count |
Barrett & Company Inc. |
122 |
4,368 |
+4,246 |
+3480.33% |
Integrated Advisors Network LLC |
3,261 |
6,756 |
+3,495 |
+107.18% |
CPR Investments Inc. |
28,631 |
48,509 |
+19,878 |
+69.43% |
VitalStone Financial LLC |
767 |
1,276 |
+509 |
+66.36% |
Ellis Investment Partners LLC |
2,109 |
2,913 |
+804 |
+38.12% |
Commonwealth Equity Services LLC |
8,003 |
10,733 |
+2,730 |
+34.11% |
PayPay Securities Corp |
1,015 |
1,259 |
+244 |
+24.04% |
Westwood Wealth Management |
29,750 |
33,950 |
+4,200 |
+14.12% |
Traynor Capital Management Inc. |
21,020 |
23,749 |
+2,729 |
+12.98% |
Spire Wealth Management |
15,783 |
16,719 |
+936 |
+5.93% |
Hollencrest Capital Management |
48,784 |
51,603 |
+2,819 |
+5.78% |
PPSC Investment Service Corp |
2,404,100 |
2,436,600 |
+32,500 |
+1.35% |
Millington Financial Advisors LLC |
3,823 |
3,846 |
+23 |
+0.60% |
Stratos Wealth Advisors LLC |
3,798 |
3,801 |
+3 |
+0.08% |
13F Filers Reporting New Positions In SPXL |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Tradewinds Capital Management LLC |
0 |
0 |
UNCH |
100% |
Westend Capital Management LLC |
0 |
275 |
+275 |
+100% |
IMC Chicago LLC |
0 |
401,057 |
+401,057 |
+100% |
Quantbot Technologies LP |
0 |
14,745 |
+14,745 |
+100% |
Mather Group LLC. |
0 |
271 |
+271 |
+100% |
Steele Capital Management Inc. |
0 |
1,545 |
+1,545 |
+100% |
Trinity Legacy Partners LLC |
0 |
1,592 |
+1,592 |
+100% |
Q3 Asset Management |
0 |
7,699 |
+7,699 |
+100% |
TAP Consulting LLC |
0 |
1,730 |
+1,730 |
+100% |
NovaPoint Capital LLC |
0 |
1,582 |
+1,582 |
+100% |
Significant Wealth Partners LLC |
0 |
8,414 |
+8,414 |
+100% |
13F Filers With Unchanged Share Count |
Huntington National Bank |
440 |
440 |
UNCH |
0.00% |
Signaturefd LLC |
73 |
73 |
UNCH |
0.00% |
CWM LLC |
78 |
78 |
UNCH |
0.00% |
Macroview Investment Management LLC |
9 |
9 |
UNCH |
0.00% |
Parallel Advisors LLC |
525 |
525 |
UNCH |
0.00% |
Bogart Wealth LLC |
1 |
1 |
UNCH |
0.00% |
SJS Investment Consulting Inc. |
9 |
9 |
UNCH |
0.00% |
Keating Wealth Management LLC |
2,100 |
2,100 |
UNCH |
0.00% |
Fiduciary Alliance LLC |
2,811 |
2,811 |
UNCH |
0.00% |
Jamison Private Wealth Management Inc. |
95 |
95 |
UNCH |
0.00% |
13F Filers Decreasing SPXL Share Count |
Headlands Technologies LLC |
7,138 |
92 |
-7,046 |
-98.71% |
Cutler Group LP |
7,487 |
387 |
-7,100 |
-94.83% |
Larson Financial Group LLC |
3,538 |
212 |
-3,326 |
-94.01% |
Venturi Wealth Management LLC |
38 |
10 |
-28 |
-73.68% |
Susquehanna International Group LLP |
23,520 |
7,605 |
-15,915 |
-67.67% |
Gainplan LLC |
53,870 |
24,994 |
-28,876 |
-53.60% |
Summit Trail Advisors LLC |
4,600 |
2,361 |
-2,239 |
-48.67% |
Smith Chas P & Associates PA Cpas |
52,837 |
27,915 |
-24,922 |
-47.17% |
Independence Bank of Kentucky |
1,700 |
1,225 |
-475 |
-27.94% |
LifeGuide Financial Advisors LLC |
14,637 |
11,865 |
-2,772 |
-18.94% |
Kingswood Wealth Advisors LLC |
6,234 |
5,201 |
-1,033 |
-16.57% |
Ashton Thomas Private Wealth LLC |
44,118 |
36,981 |
-7,137 |
-16.18% |
Wealthstar Advisors LLC |
716,643 |
623,643 |
-93,000 |
-12.98% |
HighTower Advisors LLC |
6,388 |
5,640 |
-748 |
-11.71% |
Stratos Wealth Partners LTD. |
2,568 |
2,354 |
-214 |
-8.33% |
Charter Oak Capital Management LLC |
28,550 |
28,464 |
-86 |
-0.30% |
13F Filers Exiting SPXL |
GUNN & Co INVESTMENT MANAGEMENT INC. |
52,837 |
0 |
-52,837 |
-100.00% |
Navigation Wealth Management Inc. |
3,899 |
0 |
-3,899 |
-100.00% |
Howard Capital Management Inc. |
2,909 |
0 |
-2,909 |
-100.00% |
Financial Advocates Investment Management |
22,977 |
0 |
-22,977 |
-100.00% |
Advisory Services Network LLC |
310 |
0 |
-310 |
-100.00% |
See Summary: Institutional Holders of SPXL
See Details: Top 10 Hedge Funds Holding SPXL
|
|