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 666,262 shares, which have been reported (via 13F filing form) to have a value of $46 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
|
$11.3 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
139,194
shares
|
$9.61 Million
3.54% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
118,094
shares
|
$8.15 Million
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
52,091
shares
|
$3.59 Million
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
40,787
shares
|
$2.81 Million
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
25,545
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
17,428
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
15,848
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 422.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
10,200
shares
|
$703,902
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
9,319
shares
|
$643,104
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
8,347
shares
|
$576,026
0.0% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
7,650
shares
|
$527,926
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
7,247
shares
|
$500,115
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
|
$496,250
0.0% of portfolio
|
Q3 2023
Reduced 58.38%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
7,070
shares
|
$487,900
0.02% of portfolio
|
Q2 2024
Added 102.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,240
shares
|
$430,622
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
6,080
shares
|
$419,580
0.0% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
5,800
shares
|
$400,258
0.06% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
4,722
shares
|
$325,865
0.03% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
4,220
shares
|
$291,222
0.0% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
3,621
shares
|
$249,885
0.02% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
3,007
shares
|
$207,513
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,610
shares
|
$111,106
0.0% of portfolio
|
Q2 2025
Reduced 79.59%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
450
shares
|
$31,054
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
350
shares
|
$24,153
0.02% of portfolio
|
Q1 2025
New holding
|