Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
39.9KNew |
$2.43M - $2.62M
|
39.9K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.48K+ 21.49% |
$334K - $359K
|
31K
$1.89M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.61KNew |
$281K - $302K
|
4.61K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.57K+ 33.79% |
$96K - $103K
|
6.23K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
249New |
$15.2K - $16.3K
|
249
$15.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78New |
$4.76K - $5.12K
|
78
$4.77K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
30New |
$1.83K - $1.97K
|
30
$1.83K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
20+ 0.53% |
$1.22K - $1.31K
|
3.78K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16+ 0.54% |
$976 - $1.05K
|
2.96K
$181K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11+ 0.29% |
$671 - $722
|
3.85K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$61 - $65.6
|
2
$122
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$61 - $65.6
|
1
$61.2
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8K- 5.71% |
$488K - $525K
|
132K
$8.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.4K- 21.74% |
$881K - $947K
|
52K
$3.18M
|