Institutional Ownership Proshares Tr S&P 500 Ex Energy (SPXE)
This table provides information about the institutional ownership of Proshares Tr S&P 500 Ex Energy (SPXE). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 494,164 shares, which have been reported (via 13F filing form) to have a value of $31.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
139,194
shares
|
$8.95 Million
3.54% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
118,000
shares
|
$7.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
52,091
shares
|
$3.35 Million
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
40,116
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
27,815
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
18,528
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
10,200
shares
|
$655,860
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
8,697
shares
|
$559,217
0.0% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,889
shares
|
$507,262
0.0% of portfolio
|
Q4 2024
Reduced 43.58%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
7,650
shares
|
$491,895
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
7,247
shares
|
$465,982
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,191
shares
|
$462,381
0.0% of portfolio
|
Q3 2023
Reduced 58.38%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
7,070
shares
|
$454,601
0.02% of portfolio
|
Q2 2024
Added 102.0%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,228
shares
|
$400,460
0.0% of portfolio
|
Q4 2024
Added 33.79%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
5,800
shares
|
$372,940
0.06% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,746
shares
|
$369,467
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
4,722
shares
|
$303,624
0.03% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
4,674
shares
|
$300,538
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
3,849
shares
|
$247,490
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
3,818
shares
|
$245,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
3,663
shares
|
$235,530
0.02% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,032
shares
|
$194,957
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
450
shares
|
$28,935
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
350
shares
|
$22,505
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
78
shares
|
$5,015
0.0% of portfolio
|
Q4 2024
New holding
|