ProShares S&P 500 Ex-Energy
SPXE
ProShares S&P 500 Ex-Energy is a publicly traded company. As of Q3 2025, 23 institutional investors hold shares in this company, with total holdings valued at $34.4M. BWM Planning, LLC is the largest holder with a position valued at $10.0M.
Overview
Overview of institutional ownership in SPXE as of Q3 2025
All Institutions
- Institutions
- 23
- Value Held
- $34.4M
- Shares Held
- 476.5K
- Avg Position
- $1.5M
- Median Position
- $451.6K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in SPXE as of Q3 2025
| Institution | Position Value |
|---|---|
B BWM Planning, LLC Institution | $10.0M 2.99% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $8.5M 0.00% of portfolio |
 JPMORGAN CHASE & CO Institution | $3.8M 0.00% of portfolio |
 Pathstone Holdings, LLC Family Office | $2.9M 0.01% of portfolio |
L LPL Financial LLC Institution | $1.9M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $1.3M 0.00% of portfolio |
 Equitable Holdings, Inc. Institution | $1.3M 0.01% of portfolio |
 MATHER GROUP, INC. RIA/Wealth | $736.1K 0.01% of portfolio |
 Private Advisor Group, LLC RIA/Wealth | $706.7K 0.00% of portfolio |
 Capstone Wealth Management Group LLC RIA/Wealth | $605.5K 0.39% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SPXE in Q3 2025
- Traded
- −$593.9K
- Buyers
- 9
- Sellers
- 4
- Total Bought
- +$672.3K
- Total Sold
- −$1.3M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Sterling Investment Counsel, LLC RIA/Wealth | +$324.6K +4.5K shares |
Private Advisor Group, LLC RIA/Wealth | +$154.6K +2.1K shares |
BANK OF AMERICA CORP /DE/ Institution | +$133.1K +1.8K shares |
L LPL Financial LLC Institution | +$52.4K +726.0 shares |
Pathstone Holdings, LLC Family Office | +$4.0K +56.0 shares |
 Kestra Advisory Services, LLC RIA/Wealth | +$1.3K +18.0 shares |
C Centurion Wealth Management LLC Institution | +$1.2K +16.0 shares |
A Advisor Group Holdings, Inc. Institution | +$922.0 +13.0 shares |
 MORGAN STANLEY RIA/Wealth | +$88.0 +-33.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$623.3K −9.3K shares |
 KLINGENSTEIN FIELDS & CO LLC RIA/Wealth | −$472.9K −7.1K shares |
T TABLEAUX LLC Institution | −$163.1K −164.0K shares |
GOLDMAN SACHS GROUP INC Institution | −$6.8K −94.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SPXE in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 3
- Exited Value
- $1.3M
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $623.3K 9.3K shares |
KLINGENSTEIN FIELDS & CO LLC RIA/Wealth | $472.9K 7.1K shares |
T TABLEAUX LLC Institution | $163.1K 164.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in SPXE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SPXE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
B BWM Planning, LLC Institution | 2.99% $10.0M |
Capstone Wealth Management Group LLC RIA/Wealth | 0.39% $605.5K |
Sterling Investment Counsel, LLC RIA/Wealth | 0.10% $324.6K |
T TWIN FOCUS CAPITAL PARTNERS, LLC Family Office | 0.05% $418.5K |
C Centurion Wealth Management LLC Institution | 0.05% $218.2K |
 Nova Wealth Management, Inc. RIA/Wealth | 0.02% $25.3K |
Pathstone Holdings, LLC Family Office | 0.01% $2.9M |
Equitable Holdings, Inc. Institution | 0.01% $1.3M |
MATHER GROUP, INC. RIA/Wealth | 0.01% $736.1K |
 Stratos Wealth Partners, LTD. RIA/Wealth | 0.00% $304.5K |