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 29 institutions that hold shares in the stock, with a total of 479,350 shares, which have been reported (via 13F filing form) to have a value of $31.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
139,194
shares
|
$9.03 Million
3.83% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
132,000
shares
|
$8.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
66,416
shares
|
$4.31 Million
0.0% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
30,961
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Added 21.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,528
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
10,200
shares
|
$661,674
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
8,602
shares
|
$558,011
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,650
shares
|
$496,255
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
7,270
shares
|
$471,604
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,191
shares
|
$466,480
0.0% of portfolio
|
Q3 2023
Reduced 58.38%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
7,070
shares
|
$458,630
0.02% of portfolio
|
Q2 2024
Added 102.0%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,228
shares
|
$404,010
0.0% of portfolio
|
Q4 2024
Added 33.79%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,800
shares
|
$376,246
0.06% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,746
shares
|
$372,743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,674
shares
|
$368,072
0.0% of portfolio
|
Q3 2024
Reduced 41.35%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
4,722
shares
|
$306,316
0.03% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,000
shares
|
$259,480
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
3,849
shares
|
$249,684
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
3,780
shares
|
$245,208
0.02% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,961
shares
|
$192,080
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
690
shares
|
$44,760
0.0% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
450
shares
|
$29,191
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
249
shares
|
$16,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
78
shares
|
$5,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
30
shares
|
$1,946
0.0% of portfolio
|
Q4 2024
New holding
|