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 17 institutions that hold shares in the stock, with a total of 521,016 shares, which have been reported (via 13F filing form) to have a value of $34.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
180,000
shares
|
$11.7 Million
0.05% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
140,000
shares
|
$9.13 Million
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
62,877
shares
|
$4.1 Million
0.0% of portfolio
|
Q3 2024
Added 57.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
40,219
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,396
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 44.36%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
14,706
shares
|
$959,125
0.2% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
12,542
shares
|
$817,989
0.0% of portfolio
|
Q3 2024
Added 15.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
11,832
shares
|
$771,683
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
11,600
shares
|
$756,552
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,561
shares
|
$754,008
0.0% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8,556
shares
|
$558,022
0.16% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
5,777
shares
|
$376,775
0.03% of portfolio
|
Q4 2024
Reduced 26.64%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,666
shares
|
$173,876
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
221
shares
|
$14,413
0.0% of portfolio
|
Q4 2023
Added 0.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
55
shares
|
$3,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
8
shares
|
$521
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|