Latest Institutional Purchases of Proshares Tr S&P 500 Ex Energy (SPXE)
This list provides information on the latest institutional transactions involving Proshares Tr S&P 500 Ex Energy (SPXE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.01KNew |
$161K - $201K
|
3.01K
$205K
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.67KNew |
$277K - $309K
|
4.67K
$318K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.82KNew |
$226K - $252K
|
3.82K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.03KNew |
$180K - $201K
|
3.03K
$206K
|
|
|
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
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
230+ 0.58% |
$13.6K - $15.2K
|
40.1K
$2.73M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
115+ 0.22% |
$6.82K - $7.6K
|
52.1K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
95+ 1.1% |
$5.63K - $6.28K
|
8.7K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
27+ 2700.0% |
$1.6K - $1.79K
|
28
$1.91K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.61KNew |
$281K - $302K
|
4.61K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.57K+ 33.79% |
$96K - $103K
|
6.23K
$424K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
249New |
$15.2K - $16.3K
|
249
$16.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78New |
$4.76K - $5.12K
|
78
$5.31K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
30New |
$1.83K - $1.97K
|
30
$2.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11+ 0.29% |
$671 - $722
|
3.85K
$262K
|
|
| Q3 2024 | |||||||
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
139KNew |
$7.72M - $8.61M
|
139K
$9.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.75KNew |
$319K - $355K
|
5.75K
$391K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.1K+ 100.0% |
$283K - $315K
|
10.2K
$694K
|
|
| Q2 2024 | |||||||
|
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
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.78KNew |
$306K - $647K
|
5.78K
$393K
|
|
|
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
|
|
|
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 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.15KNew |
$114K - $241K
|
2.15K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2K+ 100.0% |
$106K - $224K
|
4K
$272K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
225+ 100.0% |
$11.9K - $25.2K
|
450
$30.6K
|
|
|
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 | |||||||
|
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 | |||||||
|
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
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
400+ 2.14% |
$18.5K - $19.7K
|
19.1K
$1.3M
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
62New |
$2.21K - $2.53K
|
62
$4.22K
|
|