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 30 institutions that hold shares in the stock, with a total of 501,249 shares, which have been reported (via 13F filing form) to have a value of $36.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
139,194
shares
|
$10.1 Million
2.99% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
118,000
shares
|
$8.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
52,090
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
40,843
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
26,271
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
17,693
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
17,428
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
10,200
shares
|
$740,520
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
9,793
shares
|
$710,971
0.0% of portfolio
|
Q3 2025
Added 28.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
8,347
shares
|
$605,992
0.0% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
7,247
shares
|
$526,132
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,191
shares
|
$522,066
0.0% of portfolio
|
Q3 2023
Reduced 58.38%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
6,258
shares
|
$454,330
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
6,235
shares
|
$452,660
0.0% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,800
shares
|
$421,079
0.06% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,072
shares
|
$368,227
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
4,722
shares
|
$342,817
0.03% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
4,498
shares
|
$326,554
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
4,220
shares
|
$306,372
0.0% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
3,321
shares
|
$241,104
0.02% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
3,023
shares
|
$219,469
0.05% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
2,885
shares
|
$209,450
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
450
shares
|
$32,669
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
350
shares
|
$25,409
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
78
shares
|
$5,662
0.0% of portfolio
|
Q4 2024
New holding
|
|