ProShares S&P 500 Ex-Energy ETF (SPXE) Institutional Ownership $72.16 +0.37 (+0.52%) As of 09/30/2025 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)10TotalInstitutional Inflows(last 12 months)$23.04MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$3.00M 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. 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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 CompanyDetails9/4/2025Osaic Holdings Inc.5,059$338K0.0%-35.9%0.511% 8/15/2025EP Wealth Advisors LLC8,347$558K0.0%-4.0%0.843% 8/15/2025Bank of America Corp DE15,848$1.06M0.0%+422.7%1.601% 8/12/2025Tableaux LLC164,000$10.97M0.8%N/A16.566% 7/29/2025Stratos Wealth Partners LTD.4,220$282K0.0%+10.5%0.422% 7/7/2025Centurion 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% 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. 4/21/2025Sterling 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% 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% 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% (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, 20 institutional investors and hedge funds held shares of ProShares S&P 500 Ex-Energy ETF. The most heavily invested institutionals were Tableaux LLC ($10.97M), BWM Planning LLC ($8.61M), Goldman Sachs Group Inc. ($7.09M), JPMorgan Chase & Co. ($3.29M), LPL Financial LLC ($1.67M), Bank of America Corp DE ($1.06M), and J.P. Morgan Private Wealth Advisors LLC ($653K).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 17 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: Tableaux LLC ($168.61K), BWM Planning LLC ($139.19K), JPMorgan Chase & Co. ($14.44K), Bank of America Corp DE ($12.82K), Sterling Investment Counsel LLC ($9.05K), EP Wealth Advisors LLC ($8.76K), and LPL Financial LLC ($5.48K). How much institutional buying is happening at ProShares S&P 500 Ex-Energy ETF? Institutional investors have bought a total of 357,763 shares in the last 24 months. This purchase volume represents approximately $23.04M 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), LPL Financial LLC ($3.15K), Osaic Holdings Inc. ($2.83K), and EP Wealth Advisors LLC ($350.00). How much institutional selling is happening at ProShares S&P 500 Ex-Energy ETF? Institutional investors have sold a total of 48,766 shares in the last 24 months. This volume of shares sold represents approximately $3.00M in transactions. 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