SPXE

Proshares S&p 500 Ex-energy

-$2.8M

Net Activity

Institutions Holding

34

Popularity Rank

#6939

Avg Weight

0.09%

Total Value

$34.7M

Ownership Trend

34 institutions currently hold SPXE, with 12 net buyers and 8 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

8

Net Buying Institutions

12

Key Holders

Key Holders

Top 5 by Value

BP
BWM Planning, LLC
$9.7M
GS
Goldman Sachs Group INC
$8.2M
JC
Jpmorgan Chase & Co
$3.5M
PH
Pathstone Holdings, LLC
$2.9M
LF
LPL Financial LLC
$2.2M

Top 5 by Conviction

BP
BWM Planning, LLC
2.55%
CW
Capstone Wealth Management Group LLC
0.36%
SI
Sterling Investment Counsel, LLC
0.09%
TF
Twin Focus Capital Partners, LLC
0.05%
CW
Centurion Wealth Management LLC
0.05%
View all 34 holding institutions

Quarterly Activity

Recent Activity

+$4.3M

Total Buy Value

$8.2M

Total Sell Value

New buy3
Trim8
Add9
Sold out0

12

Net Buyers

8

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PROSHARES S&P 500 EX-ENERGY (SPXE)?
Major stakeholders currently include BWM Planning, LLC ($9.7M), Goldman Sachs Group INC ($8.2M), Jpmorgan Chase & Co ($3.5M). Based on the latest 13F filings, there are a total of 34 tracked investment funds and institutions maintaining positions in SPXE.
What is the overall institutional sentiment toward SPXE recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.8M, driven by 12 managers accumulating shares while 8 reduced their exposure.
Which institutions have been selling or reducing their SPXE positions?
In the latest period, 8 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $8.2M.
Are there any notable investors adding SPXE to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 9 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.3M.

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