PROSHARES S&P 500 EX-ENERGY (SPXE) Institutional Ownership Changes & 13F Activity
PROSHARES S&P 500 EX-ENERGY (SPXE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Pathstone Holdings, Llc, Capstone Wealth Management Group Llc, Citadel Advisors Llc, and Midwest Trust Co.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +6,162 | +160.7% | 9,996 | $806.64K | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | Sell | -300 | -2.0% | 14,854 | $1.20M | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +1,411 | +29.8% | 6,151 | $496.37K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -540 | -16.1% | 2,821 | $227.65K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +502 | +22.3% | 2,752 | $222.20K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -216 | -6.1% | 3,306 | $267.00K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +101 | +49.3% | 306 | $24.69K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -2 | -3.9% | 49 | $3.95K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1 | +100.0% | 2 | $201.00 | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +52,090 | — | 52,090 | $4.17M | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Sell | -2,973 | -35.6% | 5,382 | $434.29K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +226 | +5.5% | 4,312 | $347.96K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Sell | -403 | -1.3% | 30,717 | $2.48M | Q2 2026 | Aug 07, 2026 |
| Midwest Trust Co | Buy | +3,905 | — | 3,905 | $315.12K | Q2 2026 | Aug 05, 2026 |
| Pom Investment Strategies, Llc | Buy | +1 | +2.5% | 41 | $3.27K | Q2 2026 | Jul 31, 2026 |
| Washington Trust Advisors, Inc. | Buy | +200 | — | 200 | $16.14K | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Buy | +7 | +0.1% | 6,281 | $506.89K | Q2 2026 | Jul 28, 2026 |
| Appleton Partners Inc/Ma | Sell | -70 | -2.2% | 3,046 | $246.00K | Q2 2026 | Jul 21, 2026 |
| Sterling Investment Counsel, Llc | Buy | +20 | +0.5% | 4,429 | $357.40K | Q2 2026 | Jul 20, 2026 |
| Centurion Wealth Management Llc | Buy | +198 | +6.5% | 3,237 | $261.21K | Q2 2026 | Jul 09, 2026 |
| Simplex Trading, Llc | Sell | -4 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Pathstone Holdings, Llc | Sell | -41,073 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Capstone Wealth Management Group Llc | Sell | -8,391 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 16, 2026 |
Frequently asked questions about SPXE activity
Which institutional owners are buying SPXE?
Institutional owners buying SPXE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPXE activity?
"Buy" means an investor increased their reported position in SPXE compared to the prior reporting period. This reflects growing exposure to PROSHARES S&P 500 EX-ENERGY (SPXE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPXE increasing?
Institutional interest in SPXE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.