Institutional Ownership Proshares Tr S&P 500 Ex Finls (SPXN)
This table provides information about the institutional ownership of Proshares Tr S&P 500 Ex Finls (SPXN). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 577,739 shares, which have been reported (via 13F filing form) to have a value of $39 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
180,000
shares
|
$12.1 Million
0.03% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
140,000
shares
|
$9.45 Million
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
69,078
shares
|
$4.66 Million
0.0% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
38,868
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
31,105
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Added 67.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
18,983
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
18,714
shares
|
$1.26 Million
0.25% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,307
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,929
shares
|
$939,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,233
shares
|
$825,482
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
11,600
shares
|
$782,768
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
8,556
shares
|
$577,358
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8,556
shares
|
$577,358
0.16% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,319
shares
|
$426,406
0.0% of portfolio
|
Q1 2025
Added 216.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,216
shares
|
$149,535
0.0% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,034
shares
|
$69,774
0.0% of portfolio
|
Q1 2025
Added 1102.33%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
221
shares
|
$14,913
0.0% of portfolio
|
Q4 2023
Added 0.45%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
12
shares
|
$809
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
8
shares
|
$539
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|