Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of PROSHARES TR S&P 500 EX ENERGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.93K+ 166.43% |
$292K - $326K
|
7.89K
$504K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.67KNew |
$277K - $309K
|
4.67K
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.82KNew |
$226K - $252K
|
3.82K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.03KNew |
$180K - $201K
|
3.03K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
350New |
$20.8K - $23.1K
|
350
$22.4K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
230+ 0.58% |
$13.6K - $15.2K
|
40.1K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
115+ 0.22% |
$6.82K - $7.6K
|
52.1K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
95+ 1.1% |
$5.63K - $6.28K
|
8.7K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
27+ 2700.0% |
$1.6K - $1.79K
|
28
$1.79K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2Closed |
$119 - $132
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-23- 0.32% |
$1.36K - $1.52K
|
7.25K
$463K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-117- 3.1% |
$6.94K - $7.74K
|
3.66K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.15K- 10.16% |
$187K - $208K
|
27.8K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14K- 10.61% |
$830K - $926K
|
118K
$7.54M
|