Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of PROSHARES TR S&P 500 EX FINLS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.9KNew |
$818K - $913K
|
13.9K
$921K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.5K+ 67.28% |
$734K - $820K
|
31.1K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.44K+ 51.36% |
$378K - $422K
|
19K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.32K+ 216.42% |
$254K - $283K
|
6.32K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.95K+ 13.61% |
$115K - $128K
|
16.3K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
1.32K+ 8.56% |
$77.7K - $86.7K
|
16.8K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.22K+ 1.79% |
$71.5K - $79.8K
|
69.1K
$4.57M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
948+ 1102.33% |
$55.7K - $62.1K
|
1.03K
$68.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
240+ 2.0% |
$14.1K - $15.7K
|
12.2K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12New |
$705 - $786
|
12
$793
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-180- 7.51% |
$10.6K - $11.8K
|
2.22K
$146K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.62K- 4.0% |
$95.2K - $106K
|
38.9K
$2.57M
|