Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of PROSHARES TR S&P 500 EX ENERGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.5KNew |
$300K - $326K
|
4.5K
$327K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.89KNew |
$193K - $209K
|
2.89K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.14K+ 28.01% |
$143K - $155K
|
9.79K
$711K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.85K+ 11.64% |
$123K - $134K
|
17.7K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
726+ 2.84% |
$48.5K - $52.6K
|
26.3K
$1.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
155+ 2.55% |
$10.4K - $11.2K
|
6.24K
$453K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
56+ 0.14% |
$3.74K - $4.06K
|
40.8K
$2.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18+ 0.29% |
$1.2K - $1.3K
|
6.26K
$454K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
16+ 0.53% |
$1.07K - $1.16K
|
3.02K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13+ 0.26% |
$868 - $942
|
5.07K
$368K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- -0.0% |
$66.8 - $72.5
|
52.1K
$3.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33- 97.06% |
$2.2K - $2.39K
|
1
$72.6
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-94- 0.08% |
$6.28K - $6.81K
|
118K
$8.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-300- 8.29% |
$20K - $21.7K
|
3.32K
$241K
|
|