ProShares S&P 500 Ex-Energy ETF (SPXE) Institutional Ownership $67.36 -0.23 (-0.34%) As of 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for ProShares S&P 500 Ex-Energy ETF (NYSEARCA:SPXE)Number ofInstitutional Buyers(last 12 months)13TotalInstitutional Inflows(last 12 months)$12.11MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$2.79M Get SPXE Insider Trade Alerts Want to know when executives and insiders are buying or selling ProShares S&P 500 Ex-Energy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SPXE Institutional Buying and Selling by Quarter ProShares S&P 500 Ex-Energy ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/7/2025 Centurion Wealth Management LLC3,007$201K0.1%N/A0.301% 6/27/2025Goldman Sachs Group Inc.118,000$7.09M0.0%-10.6%11.800% 5/16/2025Goldman Sachs Group Inc.118,000$7.09M0.0%-10.6%11.800% 5/7/2025LPL Financial LLC27,815$1.67M0.0%-10.2%2.782% 4/30/2025Stratos Wealth Partners LTD.3,818$230K0.0%N/A0.382% 4/21/2025Sterling Investment Counsel LLC4,674$281K0.1%N/A0.467% 3/14/2025Tableaux LLC4,611$292K0.2%N/A0.452% 2/12/2025JPMorgan Chase & Co.51,976$3.29M0.0%-21.7%5.840% 2/11/2025LPL Financial LLC30,961$1.96M0.0%+21.5%3.479% 12/26/2024JPMorgan Chase & Co.66,416$4.11M0.0%+27.8%7.462% Get the Latest News and Ratings for SPXE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for ProShares S&P 500 Ex-Energy ETF and its competitors with MarketBeat's FREE daily newsletter. 11/7/2024Thrivent Financial for Lutherans3,838$237K0.0%+6.2%0.431% 10/9/2024BWM Planning LLC139,194$8.61M3.8%N/A15.640% 10/8/2024Mather Group LLC.10,200$631K0.0%+100.0%1.146% 8/19/2024EP Wealth Advisors LLC8,594$503K0.0%+238.6%0.966% 8/8/2024VitalStone Financial LLC450$26K0.0%+100.0%0.051% 8/1/2024Klingenstein Fields & Co. LP7,070$413K0.0%+102.0%0.794% 7/30/2024Fort Washington Investment Advisors Inc. OH7,270$425K0.0%+100.0%0.817% 7/25/2024Sterling Investment Counsel LLC4,415$258K0.1%+106.3%0.496% 7/2/2024Appleton Partners Inc. MA3,760$220K0.0%+100.0%0.422% 4/24/2024Spire Wealth Management1,206$135K0.0%+26.3%0.136% 4/1/2024Appleton Partners Inc. MA1,880$211K0.0%N/A0.470% 2/28/2024EP Wealth Advisors LLC2,703$275K0.0%N/A0.676% 2/5/2024Mather Group LLC.5,100$519K0.0%-1.9%1.275% 1/30/2024Flputnam Investment Management Co.2,000$204K0.0%N/A0.500% 1/12/2024Sterling Investment Counsel LLC2,104$214K0.1%N/A0.526% 11/8/2023J.P. Morgan Private Wealth Advisors LLC7,191$653K0.0%-58.4%1.798% 11/7/2023Fort Washington Investment Advisors Inc. OH3,635$330K0.0%+5.1%0.909% 8/9/2023Spire Wealth Management906$86K0.0%+17.2%0.227% 8/1/2023Klingenstein Fields & Co. LP3,500$332K0.0%-4.1%0.875% 7/31/2023LPL Financial LLC4,274$406K0.0%+38.5%1.069% 7/17/2023Sterling Investment Counsel LLC2,131$202K0.1%N/A0.539% 5/10/2023Private Advisor Group LLC3,825$333K0.0%N/A0.956% 5/9/2023Spire Wealth Management773$67K0.0%+63.4%0.193% 5/5/2023Sentinel Trust Co. LBA2,361$206K0.0%N/A0.590% 2/3/2023Spire Wealth Management473$38K0.0%N/A0.139% 10/28/2022Klingenstein Fields & Co. LP3,675$280K0.0%+13.6%1.050% 8/1/2022Klingenstein Fields & Co. LP3,235$260K0.0%+11.4%1.155% 7/13/2022Steph & Co.2,077$167K0.1%+6.8%0.742% 5/2/2022National Asset Management Inc.2,648$258K0.0%-11.7%0.898% 4/27/2022Klingenstein Fields & Co. LP2,905$282K0.0%-37.6%0.985% "I'm risking my reputation on this" (Ad)Behind closed doors, away from the mainstream media's eyes, the smartest minds in crypto are all seeing the same signals. They're positioning themselves for something unprecedented. And after 17 million podcast downloads and over 600 insider interviews, I finally connected all the dots… What I discovered was so explosive, so potentially life-changing, that I had to put it all in a book.Claim your FREE copy of Crypto Revolution now.2/15/2022Sentinel Trust Co. LBA2,621$271K0.0%-5.8%0.859% 2/15/2022Flputnam Investment Management Co.2,000$207K0.0%N/A0.656% 2/9/2022First Republic Investment Management Inc.7,018$725K0.0%N/A2.301% 2/3/2022Advisor Group Holdings Inc.4,735$489K0.0%+3,356.2%1.552% 11/12/2021Equitable Holdings Inc.9,954$929K0.0%-5.2%3.493% 8/10/2021National Asset Management Inc.2,997$279K0.0%-7.7%1.052% 7/31/2021Stephenson National Bank & Trust1,944$181K0.1%-7.8%0.682% 5/17/2021Sentinel Trust Co. LBA2,783$239K0.0%N/A0.943% 5/12/2021UBS Group AG1,859$160K0.0%+46,375.0%0.630% (Data available from 1/1/2016 forward) SPXE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SPXE shares? During the previous two years, 18 institutional investors and hedge funds held shares of ProShares S&P 500 Ex-Energy ETF. The most heavily invested institutionals were BWM Planning LLC ($8.61M), Goldman Sachs Group Inc. ($7.09M), JPMorgan Chase & Co. ($3.29M), LPL Financial LLC ($1.67M), J.P. Morgan Private Wealth Advisors LLC ($653K), Mather Group LLC. ($631K), and EP Wealth Advisors LLC ($503K).Learn more on ProShares S&P 500 Ex-Energy ETF's institutional investors. Which institutional investors have been buying ProShares S&P 500 Ex-Energy ETF's stock? Of the 16 institutional investors that purchased ProShares S&P 500 Ex-Energy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BWM Planning LLC ($139.19K), JPMorgan Chase & Co. ($14.44K), Sterling Investment Counsel LLC ($11.18K), EP Wealth Advisors LLC ($8.76K), LPL Financial LLC ($6.67K), Mather Group LLC. ($5.10K), and Tableaux LLC ($4.61K). How much institutional buying is happening at ProShares S&P 500 Ex-Energy ETF? Institutional investors have bought a total of 196,306 shares in the last 24 months. This purchase volume represents approximately $12.11M in transactions. Which of ProShares S&P 500 Ex-Energy ETF's major shareholders have been selling company stock? The following institutional investors have sold ProShares S&P 500 Ex-Energy ETF stock in the last 24 months: Goldman Sachs Group Inc. ($28K), JPMorgan Chase & Co. ($14.44K), and LPL Financial LLC ($3.15K). How much institutional selling is happening at ProShares S&P 500 Ex-Energy ETF? Institutional investors have sold a total of 45,586 shares in the last 24 months. This volume of shares sold represents approximately $2.79M in transactions. 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