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 18 institutions that hold shares in the stock, with a total of 548,780 shares, which have been reported (via 13F filing form) to have a value of $32.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
180,000
shares
|
$10.6 Million
0.03% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
140,000
shares
|
$8.26 Million
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
67,861
shares
|
$4 Million
0.0% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
38,868
shares
|
$2.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
31,105
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Added 67.28%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
16,777
shares
|
$989,339
0.22% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,353
shares
|
$846,396
0.0% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,542
shares
|
$739,601
0.0% of portfolio
|
Q3 2024
Added 15.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,233
shares
|
$721,380
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
11,600
shares
|
$684,052
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
8,556
shares
|
$504,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8,556
shares
|
$504,547
0.16% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,396
shares
|
$141,292
0.0% of portfolio
|
Q4 2024
Reduced 10.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,997
shares
|
$117,763
0.0% of portfolio
|
Q4 2024
Added 3530.91%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
221
shares
|
$13,032
0.0% of portfolio
|
Q4 2023
Added 0.45%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
86
shares
|
$5,071
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
8
shares
|
$471
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|