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ProShares S&P 500 EX-Financials ETF (SPXN) Institutional Ownership

$68.15 +0.55 (+0.81%)
Closing price 08/6/2025 04:10 PM Eastern
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$68.06 -0.09 (-0.12%)
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Institutional Ownership Changes (13F Filings) for ProShares S&P 500 EX-Financials ETF (NYSEARCA:SPXN)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$3.22M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$11.15M
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SPXN Institutional Buying and Selling by Quarter

ProShares S&P 500 EX-Financials ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Envestnet Asset Management Inc.12,656$838K0.0%-59.3%1.489%
7/7/2025 Investors Research Corp18,714$1.24M0.2%+11.5%1.970%
6/27/2025Goldman Sachs Group Inc.69,078$4.09M0.0%+1.8%7.271%
5/16/2025Goldman Sachs Group Inc.69,078$4.09M0.0%+1.8%7.271%
5/15/2025EP Wealth Advisors LLC2,216$131K0.0%-7.5%0.233%
5/7/2025LPL Financial LLC38,868$2.30M0.0%-4.0%4.007%
4/29/2025 Envestnet Asset Management Inc.31,105$1.84M0.0%+67.3%3.207%
4/22/2025 Cambridge Investment Research Advisors Inc.12,233$724K0.0%+2.0%1.261%
4/8/2025 Investors Research Corp16,777$994K0.2%+8.6%1.730%
2/17/2025EP Wealth Advisors LLC2,396$151K0.0%-10.1%0.226%
2/17/2025Bank of America Corp DE1,997$126K0.0%+3,530.9%0.188%
2/13/2025 Envestnet Asset Management Inc.18,595$1.17M0.0%+1.1%1.754%
2/11/2025LPL Financial LLC40,489$2.55M0.0%+0.7%3.820%
2/7/2025 Investors Research Corp15,454$973K0.2%+5.1%1.458%
2/6/2025Modera Wealth Management LLC8,556$539K0.0%N/A0.807%
1/14/2025 Smith Anglin Financial LLC5,777$364K0.0%-26.6%0.545%
1/10/2025 Fortitude Family Office LLC11,600$730K0.3%N/A1.094%
11/12/2024 Investors Research Corp14,706$911K0.2%+5.0%1.387%
10/7/2024 Smith Anglin Financial LLC7,875$488K0.0%-95.2%0.743%
9/5/2024Sanctuary Advisors LLC8,902$489K0.0%N/A0.840%
8/19/2024EP Wealth Advisors LLC2,666$158K0.0%+100.0%0.252%
7/17/2024Annapolis Financial Services LLC8,556$508K0.2%+100.0%0.807%
7/12/2024SG Americas Securities LLC180,000$10.68M0.1%+100.0%16.981%
7/11/2024 Smith Anglin Financial LLC163,999$9.73M1.0%+134.7%15.472%
5/3/2024Absolute Capital Management LLC19,400$2.19M1.4%N/A1.883%
4/24/2024 Smith Anglin Financial LLC69,862$7.89M0.8%+9.7%6.783%
2/7/2024Principal Securities Inc.22,025$2.26M0.1%N/A5.122%
2/1/2024Annapolis Financial Services LLC4,278$438K0.1%+137.7%0.995%
1/30/2024 Investors Research Corp6,209$636K0.2%+5.8%1.444%
1/17/2024 Smith Anglin Financial LLC63,681$6.52M0.7%N/A14.810%
11/24/2023EP Wealth Advisors LLC1,333$123K0.0%N/A0.310%
10/24/2023 Cambridge Investment Research Advisors Inc.4,134$382K0.0%N/A0.961%
8/14/2023 Investors Research Corp5,768$554K0.1%+2.5%1.341%
8/3/2023Barclays PLC70,000$6.72M0.0%N/A16.279%
8/2/2023 Bank of Montreal Can2,984$287K0.0%N/A0.694%
7/10/2023SG Americas Securities LLC90,000$8.64M0.1%N/A40.909%
5/11/2023 Investors Research Corp5,625$495K0.1%+3.6%3.309%
2/6/2023 Investors Research Corp5,429$438K0.1%+13.5%4.176%
7/21/2022 Investors Research Corp3,893$311K0.1%+32.1%3.244%
5/4/2022Advisor Group Holdings Inc.13,555$1.30M0.0%+26.7%14.268%
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4/13/2022 Investors Research Corp2,948$282K0.1%+39.5%3.103%
2/3/2022Advisor Group Holdings Inc.10,696$1.08M0.0%+39.9%11.259%
1/27/2022 Investors Research Corp2,113$213K0.1%+34.2%2.224%
11/5/2021Advisor Group Holdings Inc.7,643$693K0.0%+87.3%8.045%
10/27/2021 Investors Research Corp1,574$143K0.0%+37.5%1.657%
8/11/2021Susquehanna International Group LLP7,697$698K0.0%N/A9.055%
8/2/2021Advisor Group Holdings Inc.4,080$370K0.0%+927.7%4.800%
7/31/2021 Investors Research Corp1,145$104K0.0%+91.8%1.347%
(Data available from 1/1/2016 forward)

SPXN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPXN shares?

During the previous two years, 15 institutional investors and hedge funds held shares of ProShares S&P 500 EX-Financials ETF. The most heavily invested institutionals were SG Americas Securities LLC ($10.68M), Goldman Sachs Group Inc. ($4.09M), LPL Financial LLC ($2.30M), Principal Securities Inc. ($2.26M), Absolute Capital Management LLC ($2.19M), Investors Research Corp ($1.24M), and Envestnet Asset Management Inc. ($838K).Learn more on ProShares S&P 500 EX-Financials ETF's institutional investors.

Which institutional investors have been buying ProShares S&P 500 EX-Financials ETF's stock?

Of the 15 institutional investors that purchased ProShares S&P 500 EX-Financials ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Smith Anglin Financial LLC ($164.00K), SG Americas Securities LLC ($90K), Principal Securities Inc. ($22.03K), Absolute Capital Management LLC ($19.40K), Envestnet Asset Management Inc. ($12.71K), Fortitude Family Office LLC ($11.60K), and Sanctuary Advisors LLC ($8.90K).

How much institutional buying is happening at ProShares S&P 500 EX-Financials ETF?

Institutional investors have bought a total of 52,696 shares in the last 24 months. This purchase volume represents approximately $3.22M in transactions.

Which of ProShares S&P 500 EX-Financials ETF's major shareholders have been selling company stock?

The following institutional investors have sold ProShares S&P 500 EX-Financials ETF stock in the last 24 months: Smith Anglin Financial LLC ($158.22K), Envestnet Asset Management Inc. ($18.45K), LPL Financial LLC ($1.62K), and EP Wealth Advisors LLC ($450.00).

How much institutional selling is happening at ProShares S&P 500 EX-Financials ETF?

Institutional investors have sold a total of 178,742 shares in the last 24 months. This volume of shares sold represents approximately $11.15M in transactions.



This page (NYSEARCA:SPXN) was last updated on 8/7/2025 by MarketBeat.com Staff
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