Institutional Ownership 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). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 669,727 shares, which have been reported (via 13F filing form) to have a value of $48.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
164,000
shares
|
$11.8 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
139,194
shares
|
$10 Million
3.54% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
118,094
shares
|
$8.51 Million
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
52,091
shares
|
$3.76 Million
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
40,787
shares
|
$2.94 Million
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
25,545
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
17,428
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
15,848
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 422.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10,200
shares
|
$735,420
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
9,319
shares
|
$671,899
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
8,347
shares
|
$601,818
0.0% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
7,650
shares
|
$551,565
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
7,247
shares
|
$522,508
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,191
shares
|
$518,471
0.0% of portfolio
|
Q3 2023
Reduced 58.38%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
7,070
shares
|
$509,746
0.02% of portfolio
|
Q2 2024
Added 102.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,240
shares
|
$449,903
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
6,080
shares
|
$438,367
0.0% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
5,800
shares
|
$418,179
0.06% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
5,059
shares
|
$364,753
0.0% of portfolio
|
Q2 2025
Added 214.22%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
4,722
shares
|
$340,456
0.03% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
4,220
shares
|
$304,262
0.0% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
3,621
shares
|
$261,074
0.02% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
3,023
shares
|
$217,958
0.05% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
450
shares
|
$32,444
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
350
shares
|
$25,234
0.02% of portfolio
|
Q1 2025
New holding
|