Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
164KNew |
$8.77M - $11M
|
164K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.8K+ 422.69% |
$686K - $857K
|
15.8K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.32KNew |
$498K - $623K
|
9.32K
$672K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.45K+ 214.22% |
$184K - $231K
|
5.06K
$365K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.01KNew |
$161K - $201K
|
3.01K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
671+ 1.67% |
$35.9K - $44.9K
|
40.8K
$2.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
402+ 10.53% |
$21.5K - $26.9K
|
4.22K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
334+ 5.81% |
$17.9K - $22.3K
|
6.08K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
94+ 0.08% |
$5.03K - $6.29K
|
118K
$8.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12+ 0.19% |
$642 - $803
|
6.24K
$450K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6+ 21.43% |
$321 - $401
|
34
$2.45K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$53.5 - $66.9
|
1
$72.1
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-42- 1.15% |
$2.25K - $2.81K
|
3.62K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-350- 4.02% |
$18.7K - $23.4K
|
8.35K
$602K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.1K- 5.94% |
$58.8K - $73.6K
|
17.4K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.27K- 8.16% |
$121K - $152K
|
25.5K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.28K- 79.59% |
$336K - $420K
|
1.61K
$116K
|