ProShares S&P 500 Ex-Energy ETF (SPXE) Institutional Ownership $70.00 -0.20 (-0.28%) As of 09/5/2025 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. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. 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 CompanyDetails9/4/2025 Osaic Holdings Inc.5,059$338K0.0%-35.9%0.511% 8/15/2025 EP Wealth Advisors LLC8,347$558K0.0%-4.0%0.843% 8/15/2025 Bank of America Corp DE15,848$1.06M0.0%+422.7%1.601% 8/12/2025 Tableaux LLC164,000$10.97M0.8%N/A16.566% 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% 6/27/2025 Goldman Sachs Group Inc.118,000$7.09M0.0%-10.6%11.800% 5/16/2025 Goldman Sachs Group Inc.118,000$7.09M0.0%-10.6%11.800% 5/7/2025 LPL Financial LLC27,815$1.67M0.0%-10.2%2.782% 4/30/2025 Stratos 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. 4/21/2025 Sterling Investment Counsel LLC4,674$281K0.1%N/A0.467% 3/14/2025 Tableaux LLC4,611$292K0.2%N/A0.452% 2/12/2025 JPMorgan Chase & Co.51,976$3.29M0.0%-21.7%5.840% 2/11/2025 LPL Financial LLC30,961$1.96M0.0%+21.5%3.479% 12/26/2024 JPMorgan Chase & Co.66,416$4.11M0.0%+27.8%7.462% 11/7/2024 Thrivent Financial for Lutherans3,838$237K0.0%+6.2%0.431% 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% 8/19/2024 EP 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% 4/24/2024 Spire Wealth Management1,206$135K0.0%+26.3%0.136% 4/1/2024 Appleton Partners Inc. MA1,880$211K0.0%N/A0.470% 2/28/2024 EP Wealth Advisors LLC2,703$275K0.0%N/A0.676% 2/5/2024 Mather Group LLC.5,100$519K0.0%-1.9%1.275% 1/30/2024 Flputnam 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% 7/31/2023 LPL 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% 5/2/2022 National 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% 2/15/2022 Flputnam Investment Management Co.2,000$207K0.0%N/A0.656% 2/9/2022First Republic Investment Management Inc.7,018$725K0.0%N/A2.301% 2/3/2022 Advisor Group Holdings Inc.4,735$489K0.0%+3,356.2%1.552% 11/12/2021 Equitable Holdings Inc.9,954$929K0.0%-5.2%3.493% 8/10/2021 National Asset Management Inc.2,997$279K0.0%-7.7%1.052% (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. Related Companies Xtrackers Russell 1000 US QARP ETF Major Shareholders Invesco S&P 500 Value with Momentum ETF Major Shareholders Jensen Quality Growth ETF Major Shareholders AllianzIM U.S. Large Cap Buffer20 Nov ETF Major Shareholders AllianzIM U.S. Large Cap Buffer20 Jun ETF Major Shareholders MRP SynthEquity ETF Major Shareholders KraneShares Electric Vehicles and Future Mobility Index ETF Major Shareholders AllianzIM U.S. Large Cap Buffer20 Mar ETF Major Shareholders AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF Major Shareholders AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF Major Shareholders This page (NYSEARCA:SPXE) was last updated on 9/6/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredWall Street Legend Issues Urgent AI Stock Warning'Hidden AI' is taking the U.S. stock market by storm.Chaikin Analytics | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredWhat Steve Bannon revealed about Trump’s gold playA Trump advisor just said 3 words that could reset the dollar. It’s a gold move nobody saw coming—and your ...Reagan Gold Group | SponsoredGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...Priority Gold | SponsoredBuffett, Gates and Bezos Quietly Dumping Stocks—Here's WhyImagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...Banyan Hill Publishing | SponsoredAlert: Prepare for Trump's Dollar OverhaulPresident Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking a...Brownstone Research | SponsoredA New Way to Double Your Retirement Income?Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...Investors Alley | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten 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.
