ProShares S&P 500 Ex-Energy ETF (SPXE) Institutional Ownership $64.99 +0.59 (+0.92%) As of 01/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for ProShares S&P 500 Ex-Energy ETF (NYSEARCA:SPXE)Number ofInstitutional Buyers(last 12 months)12TotalInstitutional Inflows(last 12 months)$11.22MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$5.09K 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 CompanyDetails12/26/2024JPMorgan Chase & Co.66,416$4.11M0.0%+27.8%7.462% 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% 7/30/2024 Fort 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% 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. 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% 11/7/2023 Fort 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% 7/13/2022 Steph & 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% 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% 7/31/2021 Stephenson National Bank & Trust1,944$181K0.1%-7.8%0.682% 5/17/2021Sentinel Trust Co. LBA2,783$239K0.0%N/A0.943% 5/12/2021Miller Investment Management LP18,650$1.61M0.3%N/A6.322% Kamala’s final humiliation (Ad)Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors. The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term…Watch my latest video now.5/12/2021UBS Group AG1,859$160K0.0%+46,375.0%0.630% 5/5/2021 Fort Washington Investment Advisors Inc. OH3,411$294K0.0%+4.6%1.156% 3/26/2021Susquehanna International Group LLP9,789$798K0.0%-24.0%3.560% 2/9/2021Equitable Holdings Inc.10,504$857K0.0%-61.6%4.119% 2/4/2021National Asset Management Inc.4,200$343K0.0%-25.9%1.647% 2/3/2021 Fort Washington Investment Advisors Inc. OH3,261$266K0.0%N/A1.279% 2/2/2021Klingenstein Fields & Co. LP5,290$431K0.0%N/A2.075% (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, 16 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), JPMorgan Chase & Co. ($4.11M), J.P. Morgan Private Wealth Advisors LLC ($653K), Mather Group LLC. ($631K), EP Wealth Advisors LLC ($503K), Fort Washington Investment Advisors Inc. OH ($425K), and Klingenstein Fields & Co. LP ($413K).Learn more on SPXE's institutional investors. Which institutional investors have been buying ProShares S&P 500 Ex-Energy ETF stock? Of the 15 institutional investors that purchased ProShares S&P 500 Ex-Energy ETF 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), EP Wealth Advisors LLC ($8.76K), Sterling Investment Counsel LLC ($6.51K), Mather Group LLC. ($5.10K), Private Advisor Group LLC ($3.83K), and Fort Washington Investment Advisors Inc. OH ($3.81K). How much institutional buying is happening at ProShares S&P 500 Ex-Energy ETF? Institutional investors have bought a total of 196,126 shares in the last 24 months. This purchase volume represents approximately $11.81M in transactions. Which ProShares S&P 500 Ex-Energy ETF 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: J.P. Morgan Private Wealth Advisors LLC ($10.09K), Klingenstein Fields & Co. LP ($150.00), and Mather Group LLC. ($100.00). How much institutional selling is happening at ProShares S&P 500 Ex-Energy ETF? Institutional investors have sold a total of 10,335 shares in the last 24 months. This volume of shares sold represents approximately $470.17K in transactions. Related Companies Xtrackers Russell 1000 US QARP ETF Major Shareholders ProShares UltraShort Dow30 Major Shareholders Columbia Research Enhanced Value ETF Major Shareholders Global X Dax Germany ETF Major Shareholders AllianzIM U.S. Large Cap Buffer10 Jul ETF Major Shareholders AllianzIM U.S. Large Cap Buffer20 Feb ETF Major Shareholders KraneShares Electric Vehicles and Future Mobility Index ETF Major Shareholders Innovator Buffer Step-Up Strategy ETF Major Shareholders Proshares S&P 500 EX-Financials ETF Major Shareholders Putnam Focused Large Cap Growth ETF Major Shareholders This page (NYSEARCA:SPXE) was last updated on 1/22/2025 by MarketBeat.com Staff From Our PartnersBill Gates’ is about to mint millionaires (again) with Stargate.This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | SponsoredDid You See Trump’s Manhattan Project Bombshell?This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...Banyan Hill Publishing | SponsoredTrump currency shock imminentTrump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...Stansberry Research | SponsoredJanuary 29th - the next big trading catalyst to watch Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...Timothy Sykes | SponsoredElon’s #1 AI Stock” SET TO SOARForget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.Behind the Markets | SponsoredURGENT: This Altcoin Opportunity Won’t Wait – Act NowCrypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...Crypto Swap Profits | SponsoredForget 99.999% of Stocks… Do This insteadThis might sound crazy to say... But FORGET most stocks. Because I have a different strategy... One t...InvestorPlace | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding ProShares S&P 500 Ex-Energy ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share ProShares S&P 500 Ex-Energy ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.