Appleton Partners Inc Proshares Tr S&P 500 Ex Energy Transaction History

Appleton Partners Inc

  • $1.41 Billion
  • Q2 2025

A detailed history of Appleton Partners Inc transactions in Proshares Tr S&P 500 Ex Energy stock. As of the latest transaction made, Appleton Partners Inc holds 3,621 shares of SPXE stock, worth $249,885. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,621
Previous 3,663 1.15%
Holding current value
$249,885
Previous $220,000 10.0%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$53.49 - $66.89 $2,246 - $2,809
-42 Reduced 1.15%
3,621 $242,000
Q1 2025

Apr 22, 2025
SELL
$59.29 - $66.13 $6,936 - $7,737
-117 Reduced 3.1%
3,663 $220,000
Q4 2024

Jan 28, 2025
BUY
$61.01 - $65.6 $1,220 - $1,312
20 Added 0.53%
3,780 $239,000
Q2 2024

Jul 02, 2024
BUY
$52.92 - $111.93 $99,489 - $210,428
1,880 Added 100.0%
3,760 $220,000
Q1 2024

Apr 01, 2024
BUY
$100.01 - $112.29 $188,018 - $211,105
1,880 New
1,880 $211,000

Others Institutions Holding SPXE

# of Institutions
31
Shares Held
666K
Call Options Held
0
Put Options Held
0
View Full List

About PROSHARES TR S&P 500 EX ENERGY

SPXE Quotes by TradingView
  • Ticker SPXE
  • Sector ETFs
  • Industry ETFs
More about SPXE
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