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

$83.07 +0.91 (+1.11%)
As of 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)
12
Total
Institutional Inflows
(last 12 months)
$2.35M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.25M
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SPXE Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Range Advisory LLC16,614$1.34M0.2%+2.0%1.598%
9/2/2026 Citadel Advisors LLC9,996$807K0.0%+160.7%0.961%
7/9/2026 Centurion Wealth Management LLC3,237$261K0.1%+6.5%0.311%
5/19/2026 Bank of America Corp DE4,740$329K0.0%-68.4%0.460%
5/18/2026 Royal Bank of Canada6,890$479K0.0%+3.5%0.669%
5/6/2026 Independent Financial Group LLC3,000$208K0.0%N/A0.291%
4/28/2026 Appleton Partners Inc. MA3,116$217K0.0%-6.2%0.303%
2/18/2026 EP Wealth Advisors LLC8,391$620K0.0%N/A0.823%
2/17/2026 Equitable Holdings Inc.16,028$1.18M0.0%-8.0%1.571%
2/17/2026 Osaic Holdings Inc.2,247$166K0.0%-55.7%0.220%
2/17/2026 Royal Bank of Canada6,655$492K0.0%+6.7%0.652%
2/11/2026 LPL Financial LLC27,710$2.05M0.0%+5.5%2.717%
2/11/2026 JPMorgan Chase & Co.52,240$3.86M0.0%+0.3%5.122%
11/17/2025 Bank of America Corp DE17,693$1.28M0.0%+11.6%1.787%
11/13/2025 Private Advisor Group LLC9,793$707K0.0%+28.0%0.989%
11/5/2025 Appleton Partners Inc. MA3,321$240K0.0%-8.3%0.335%
11/4/2025 Thrivent Financial for Lutherans2,885$208K0.0%N/A0.291%
10/21/2025 Sterling Investment Counsel LLC4,498$325K0.1%N/A0.454%
9/4/2025 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%
5/16/2025Goldman 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%
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%
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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%


SPXE Institutional Ownership - Frequently Asked Questions

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. ($3.86M), LPL Financial LLC ($2.05M), Range Advisory LLC ($1.34M), and Equitable Holdings Inc. ($1.18M).Learn more on ProShares S&P 500 Ex-Energy ETF's institutional investors.

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: Tableaux LLC ($168.61K), BWM Planning LLC ($139.19K), Bank of America Corp DE ($14.66K), JPMorgan Chase & Co. ($14.59K), Sterling Investment Counsel LLC ($9.17K), EP Wealth Advisors LLC ($8.39K), and LPL Financial LLC ($6.92K).

Institutional investors have bought a total of 31,699 shares in the last 24 months. This purchase volume represents approximately $2.35M in transactions.

The following institutional investors have sold ProShares S&P 500 Ex-Energy ETF stock in the last 24 months: Bank of America Corp DE ($10.26K), Osaic Holdings Inc. ($5.66K), Equitable Holdings Inc. ($1.40K), and Appleton Partners Inc. MA ($505.00).

Institutional investors have sold a total of 17,820 shares in the last 24 months. This volume of shares sold represents approximately $1.25M in transactions.


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Institutional ownership data for NYSEARCA:SPXE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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