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 28 institutions that hold shares in the stock, with a total of 498,432 shares, which have been reported (via 13F filing form) to have a value of $32.3 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
|
$9.01 Million
3.83% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
132,000
shares
|
$8.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
51,976
shares
|
$3.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
39,886
shares
|
$2.58 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
30,961
shares
|
$2 Million
0.0% of portfolio
|
Q4 2024
Added 21.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 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
|
$660,246
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
8,602
shares
|
$556,807
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,650
shares
|
$495,184
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
7,270
shares
|
$470,587
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
|
$465,473
0.0% of portfolio
|
Q3 2023
Reduced 58.38%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
7,070
shares
|
$457,641
0.02% of portfolio
|
Q2 2024
Added 102.0%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,228
shares
|
$403,138
0.0% of portfolio
|
Q4 2024
Added 33.79%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
5,800
shares
|
$375,434
0.05% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,746
shares
|
$371,938
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
4,722
shares
|
$305,655
0.03% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,000
shares
|
$258,920
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
3,849
shares
|
$249,145
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
3,780
shares
|
$244,679
0.02% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,961
shares
|
$191,665
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
450
shares
|
$29,128
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
249
shares
|
$16,117
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
78
shares
|
$5,048
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
30
shares
|
$1,941
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
8
shares
|
$517
0.0% of portfolio
|
Q2 2024
Added 100.0%
|