Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of PROSHARES TR S&P 500 EX ENERGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.9K+ 17.7% |
$190K - $213K
|
12.6K
$809K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.89KNew |
$189K - $212K
|
1.89K
$121K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.88KNew |
$188K - $211K
|
1.88K
$120K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
251+ 26.28% |
$25.1K - $28.2K
|
1.21K
$77.2K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123+ 17.83% |
$12.3K - $13.8K
|
813
$52.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
36+ 1.71% |
$3.6K - $4.04K
|
2.14K
$137K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$100 - $112
|
1
$64
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-60- 0.09% |
$6K - $6.74K
|
70K
$4.48M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-95- 3.93% |
$9.5K - $10.7K
|
2.32K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-165- 6.1% |
$16.5K - $18.5K
|
2.54K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-409- 10.04% |
$40.9K - $45.9K
|
3.66K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-690- 6.93% |
$69K - $77.5K
|
9.26K
$593K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.27K- 30.84% |
$227K - $254K
|
5.08K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.18K- 83.59% |
$318K - $357K
|
624
$40K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11K- 29.67% |
$1.1M - $1.23M
|
26K
$1.66M
|