Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
164KNew |
$8.77M - $11M
|
164K
$11.3M
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.01KNew |
$161K - $201K
|
3.01K
$208K
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
671+ 1.67% |
$35.9K - $44.9K
|
40.8K
$2.81M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
402+ 10.53% |
$21.5K - $26.9K
|
4.22K
$291K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-42- 1.15% |
$2.25K - $2.81K
|
3.62K
$250K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.27K- 8.16% |
$121K - $152K
|
25.5K
$1.76M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.28K- 79.59% |
$336K - $420K
|
1.61K
$111K
|