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ProShares S&P 500 Ex-Energy ETF (SPXE) Institutional Ownership

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Closing price 08/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares S&P 500 Ex-Energy ETF (NYSEARCA:SPXE)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$11.58M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.79M
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SPXE Institutional Buying and Selling by Quarter

ProShares S&P 500 Ex-Energy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/29/2025 Stratos Wealth Partners LTD.4,220$282K0.0%+10.5%0.422%
7/7/2025 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%
4/30/2025 Stratos Wealth Partners LTD.3,818$230K0.0%N/A0.382%
4/21/2025 Sterling 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%
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%
10/8/2024 Mather 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%
8/1/2024 Klingenstein 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%
7/25/2024 Sterling Investment Counsel LLC4,415$258K0.1%+106.3%0.496%
7/2/2024 Appleton Partners Inc. MA3,760$220K0.0%+100.0%0.422%
4/24/2024Spire Wealth Management1,206$135K0.0%+26.3%0.136%
4/1/2024 Appleton Partners Inc. MA1,880$211K0.0%N/A0.470%
2/28/2024EP Wealth Advisors LLC2,703$275K0.0%N/A0.676%
2/5/2024 Mather Group LLC.5,100$519K0.0%-1.9%1.275%
1/30/2024Flputnam Investment Management Co.2,000$204K0.0%N/A0.500%
1/12/2024 Sterling 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%
8/1/2023 Klingenstein Fields & Co. LP3,500$332K0.0%-4.1%0.875%
7/31/2023LPL Financial LLC4,274$406K0.0%+38.5%1.069%
7/17/2023 Sterling 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%
5/5/2023 Sentinel Trust Co. LBA2,361$206K0.0%N/A0.590%
2/3/2023Spire Wealth Management473$38K0.0%N/A0.139%
10/28/2022 Klingenstein Fields & Co. LP3,675$280K0.0%+13.6%1.050%
8/1/2022 Klingenstein 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%
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4/27/2022 Klingenstein Fields & Co. LP2,905$282K0.0%-37.6%0.985%
2/15/2022 Sentinel 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%
(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 ($9.05K), EP Wealth Advisors LLC ($8.76K), LPL Financial LLC ($5.48K), 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 187,228 shares in the last 24 months. This purchase volume represents approximately $11.58M 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.



This page (NYSEARCA:SPXE) was last updated on 8/2/2025 by MarketBeat.com Staff
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