Latest Institutional Transactions on Proshares Tr S&P 500 Ex Energy (SPXE)
This table provides information on the latest institutional transactions involving Proshares Tr S&P 500 Ex Energy (SPXE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-42- 1.15% |
$2.25K - $2.81K
|
3.62K
$246K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.01KNew |
$161K - $201K
|
3.01K
$205K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
230+ 0.58% |
$13.6K - $15.2K
|
40.1K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.03KNew |
$180K - $201K
|
3.03K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
27+ 2700.0% |
$1.6K - $1.79K
|
28
$1.91K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
350New |
$20.8K - $23.1K
|
350
$23.8K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
95+ 1.1% |
$5.63K - $6.28K
|
8.7K
$592K
|
|
|
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
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
115+ 0.22% |
$6.82K - $7.6K
|
52.1K
$3.55M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14K- 10.61% |
$830K - $926K
|
118K
$8.03M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.15K- 10.16% |
$187K - $208K
|
27.8K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.82KNew |
$226K - $252K
|
3.82K
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.67KNew |
$277K - $309K
|
4.67K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-23- 0.32% |
$1.36K - $1.52K
|
7.25K
$493K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.44K- 43.58% |
$210K - $226K
|
4.45K
$303K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.61KNew |
$281K - $302K
|
4.61K
$314K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
249New |
$15.2K - $16.3K
|
249
$16.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11+ 0.29% |
$671 - $722
|
3.85K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.57K+ 33.79% |
$96K - $103K
|
6.23K
$424K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
30New |
$1.83K - $1.97K
|
30
$2.04K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78New |
$4.76K - $5.12K
|
78
$5.31K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4K- 41.35% |
$222K - $248K
|
5.67K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.75KNew |
$319K - $355K
|
5.75K
$391K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
139KNew |
$7.72M - $8.61M
|
139K
$9.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.1K+ 100.0% |
$283K - $315K
|
10.2K
$694K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-913- 17.97% |
$48.3K - $102K
|
4.17K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.15KNew |
$114K - $241K
|
2.15K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.26K+ 100.0% |
$490K - $1.04M
|
18.5K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2K+ 100.0% |
$106K - $224K
|
4K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.78KNew |
$306K - $647K
|
5.78K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.9K+ 100.0% |
$153K - $325K
|
5.8K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.36K+ 100.0% |
$125K - $264K
|
4.72K
$321K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
225+ 100.0% |
$11.9K - $25.2K
|
450
$30.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.83K+ 100.0% |
$202K - $428K
|
7.65K
$521K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.57K+ 102.0% |
$189K - $400K
|
7.07K
$481K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 100.0% |
$212 - $448
|
8
$545
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
251+ 26.28% |
$25.1K - $28.2K
|
1.21K
$82.1K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.1K- 58.38% |
$912K - $985K
|
7.19K
$489K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$362 - $391
|
4
$272
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
152New |
$13.1K - $14.4K
|
152
$10.3K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
31New |
$2.49K - $2.74K
|
31
$2.11K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.06KNew |
$77.8K - $178K
|
2.06K
$140K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.65KClosed |
$103K - $130K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
133+ 6.84% |
$5.17K - $6.52K
|
2.08K
$141K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.1KNew |
$1.12M - $1.3M
|
25.1K
$1.71M
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-360Closed |
$16.6K - $17.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
400+ 2.14% |
$18.5K - $19.7K
|
19.1K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
PUT |
-2.4KClosed |
$111K - $118K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-200Closed |
$9.24K - $9.86K
|
0
$0
|
|