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

$61.54
+0.16 (+0.26%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for ProShares S&P 500 Ex-Energy ETF (NYSEARCA:SPXE)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$10.43M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$463.05K
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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
10/9/2024 BWM 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%
8/8/2024 VitalStone 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%
4/24/2024 Spire 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%
8/9/2023 Spire 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%
5/10/2023 Private Advisor Group LLC3,825$333K0.0%N/A0.956%
5/9/2023 Spire Wealth Management773$67K0.0%+63.4%0.193%
5/5/2023 Sentinel Trust Co. LBA2,361$206K0.0%N/A0.590%
2/3/2023 Spire 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%
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%
5/17/2021 Sentinel Trust Co. LBA2,783$239K0.0%N/A0.943%
5/12/2021Miller Investment Management LP18,650$1.61M0.3%N/A6.322%
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%
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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%
2/2/2021 Klingenstein Fields & Co. LP5,290$431K0.0%N/A2.075%
11/13/2020Equitable Holdings Inc.27,384$2.01M0.1%+0.5%10.739%
11/13/2020MML Investors Services LLC78,516$5.77M0.1%N/A30.791%
11/9/2020National Asset Management Inc.5,669$405K0.0%+52.7%1.989%
(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, 14 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), J.P. Morgan Private Wealth Advisors LLC ($653K), Mather Group LLC. ($631K), EP Wealth Advisors LLC ($503K), Fort Washington Investment Advisors Inc. OH ($425K), Klingenstein Fields & Co. LP ($413K), and LPL Financial LLC ($406K).Learn more on SPXE's institutional investors.

Which institutional investors have been buying ProShares S&P 500 Ex-Energy ETF stock?

Of the 13 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), EP Wealth Advisors LLC ($8.76K), Sterling Investment Counsel LLC ($6.51K), Mather Group LLC. ($5.10K), Private Advisor Group LLC ($3.83K), Fort Washington Investment Advisors Inc. OH ($3.81K), and Appleton Partners Inc. MA ($3.76K).

How much institutional buying is happening at ProShares S&P 500 Ex-Energy ETF?

Institutional investors have bought a total of 181,461 shares in the last 24 months. This purchase volume represents approximately $10.90M 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.



This page (NYSEARCA:SPXE) was last updated on 11/2/2024 by MarketBeat.com Staff
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